CISI unites financial planning community to improve the UK's financial fitness

by Lora Benson | Apr 28, 2016

The Chartered Institute for Securities & Investment (CISI) is backing a campaign to improve the nation’s financial fitness as part of Financial Planning Week 2016 with free, nationwide financial advice sessions for all members of the UK public.

The week commencing 6 June represents a national initiative to bring financial planning to the consumer forefront. The drive will unify CERTIFIED FINANCIAL PLANNERTM professionals, schools and industry media in a bid to improve the financial fitness of the British public. 

One of the aims of the event is to highlight the fact that financial planning is a very relationship-based process, with the primary aim being to help people organise their finances to achieve specific life goals.

Furthermore, it will allow the public to benefit from free consultations from CFPTM professionals, who stand as an industry benchmark for their knowledge, integrity and professionalism within financial planning.

“Our aim is to help the UK public draw up their own, personal, financial master plan, incorporating all of life’s milestones, whether that be preparing for retirement, buying a home, being newly-wed, or starting a business. This is something everyone can benefit from, not just the wealthy,” said Rebecca Taylor, CFPTM Chartered FCSI, CISI Board Director and Managing Director of Aurea Financial Planning.

Financial planning firms across the UK 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.

The week also gets the support of the financial planning industry media which, alongside financial planning firms, will be relaying polls, quizzes and surveys highlighting consumer themes and money management issues.

Consumers can book their free sessions online, review tips and tools and learn more about how true financial planning can be a life changing experience. 

Ms Taylor said: “The CISI and the financial planning community are very much focused on promoting the value of financial planning. People are starting to understand what financial planning is all about and are asking for an overall plan, not just for someone to have a look at their investments. The CISI will hold Financial Planning Week, commencing 6 June – a national initiative to show that financial planning and money management is not just reserved for the wealthy and is a practice everyone can benefit from.”

Those firms which have offered their commitment to date include:

BRB Wealth Management – Staffordshire

Close Brothers Asset Management – Bristol

Santorini Financial Planning – Loughborough

Aspin Analysis – London

Cosgrove Brown Financial Planning – Swansea

John Roddick & Son – Annan, Dumfries and Galloway

Close Brothers – Edinburgh

Ashlea Financial Planning – Cheltenham

Jane Smith Financial Planning – Buckinghamshire

Addidi Wealth – London

Matrix Capital – Shropshire

Smart Financial – Altrincham

Equanimity IFA – London

Lubbock Fine Wealth Management – London

FPS London – London

Future Asset Management – Bridgend Wales

Expert Wealth Management Witney

Claritas Wealth Management – Stockport


To find out more, contact fpweek@cisi.org