CISI Financial Planning Week 2018: Free financial planning sessions

UK consumers can benefit from free personal financial planning sessions worth up £500 during CISI Financial Planning Week, 3–10 October #FPWUK #PlanWell2LiveWell


To arrange an appointment, visit our 'Find a planner' page and click on the map for your region

UK consumers nationwide are being offered free personal financial planning sessions by CISI CERTIFIED FINANCIAL PLANNERTM  professionals, with the aim of giving everyone a helping hand to achieve financial wellbeing, resilience and life goal planning.

The free, one-hour, one-to-one, confidential sessions worth up to £500, are being offered by CFPTM professionals throughout CISI Financial Planning Week #FPWUK from 3 to 10 October. 

The annual campaign, organised by the CISI, is a national initiative to help improve the financial fitness of the UK public, while highlighting the fact that CFP practitioners represent the pinnacle of professionalism for their knowledge, skills and integrity.

Consumers are encouraged to think about the value of financial planning and to take up the offer of a free session with a local CFP professional via or by calling 020 7645 0708.

With 42 financial planning firms already on board throughout the UK (see list below), the aim is to shine a spotlight on financial planning, which differs to 'financial advice' in that financial planning helps people to organise their money to achieve specific life goals, whereas financial advice focuses more on financial services products.

Members of the public will benefit from a free one-to-one meeting with a qualified CFP professional, who will help individuals plan how to achieve their financial goals.
Financial planning firms will be offering:

  • Free consultation surgeries, either in person, via skype or over the phone
  • ‘Ask a Planner’ online sessions
  • Talks to schools across the country about the merits of the financial planning profession as a career

Financial planners are supremely qualified to offer financial guidance not only to pre or post retirees, but to all members of society at different life stages.

Jacqueline Lockie CFPTM Chartered FCSI, CISI head of financial planning, said: “Our CFPprofessional members throughout the UK are ready to help everyone, no matter what their age or financial circumstances, during Financial Planning Week 3–10 October. Financial planners can help people achieve their life goals, build financial confidence, combat anxiety and stress about money and deal with life’s challenges around day-to-day financial decisions.

“Whether you are part of the sandwich generation trying to manage work, children and parents simultaneously or a young or older person with debt worries our financial planners will aim to help all consumers navigate and improve their personal financial lives.

“Our aim is to encourage all UK consumers to stop and think about their own personal financial plan to take advantage of these free one-to-one confidential financial guidance sessions to plan for the life you want.”

Julie Lord CFPTM Chartered FCSI, CEO of Magenta Financial Planning, said: “I have worked with many people across the UK, from all walks of life. One person in particular comes to mind who worked in the City and who bought a coffee and a muffin every morning from a well-known American coffee shop. His lifetime cashflow forecast showed that if he had breakfast at home instead and saved his 'coffee money', he would be able to pay off his mortgage five years earlier, saving thousands of pounds! A good financial plan is key to making the most of your money.”

This year the start of CISI Financial Planning Week is also marked by World Financial Planning Day 3 October, organised by the Financial Planning Standards Board (FPSB) as a complement to the International Organisation of Securities Commission’s World Investor Week (WIW), a global campaign to raise awareness of the importance of investor education and protection and will encourage 175,500 CFP professionals worldwide to join together to help.

CISI financial planning firms participating in Financial Planning Week 2018 are:

East of England
Hannay Roberston Financial Planning
Cervello Financial Planning
EC Financial Services Limited
Stafford Wealth Management
Swallow Financial Planning
Consilia Wealth Management

GEM & Co
Satis Asset Management
Almus Wealth Management
1825 Financial Planning
Consilia Wealth Management
Swallow Financial Planning
Carrington Investment Consultants
Carbon Financial Partners 

Broadway Financial Planning
Balance: Wealth Planning
Ian King Financial Planning
JL Wealth Consultancy
Santorini Financial Planning

North East England
1825 Financial Planning

North West England

1825 Financial Planning
Smart Financial
Mackenzie Financial Planning
Appleton Gerrard

1825 Financial Planning (two different locations; visit 'Find a planner' for details)
Independent Benefit Consultancy
Real Life Financial Planning
Affluent Financial Planning
Wells Gibson
Acumen Financial Planning (three different locations; visit 'Find a planner' for details)
Carbon Financial Partners

South East England
1825 Financial Planning
Metcalf Wealth Managers
Green Lane Financial Planning
Citywide Financial Partners

South West England
UNIQ Family Wealth
Ellis Davies Financial Planning
Close Brothers Asset Management
Ashlea Financial Planning (two different locations; visit 'Find a planner' for details)
Worldwide Financial Planning


UNIQ Family Wealth

Yorkshire and Humberside
1825 Financial Planning (two different locations; visit 'Find a planner' for details)
Serenity Financial Planning
Published: 07 Sep 2018
  • Financial Planning
  • CFP
  • Financial Planning Week 2018
  • #PlanWell2LiveWell
  • #FPWUK
  • Financial Planning Week

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