Achieve your life goals and dreams with financial planning

Book a free financial planning session as part of our UK Financial Planning Week, 11-17 October 2021

What is financial planning week?

Every year the financial planning community come together to encourage everyone to understand their finances better. Hosted by the Chartered Institute for Securities & Investment, we aim to leave people feeling financially empowered, below are a selection of resources focusing on various areas and you are able to book a free hour-long session with a financial planner.

Explore the many useful resources below

Six tips for saving for your children’s future

In these six straightforward tips from the AIC, find out how you can begin saving for your children

View the tips

Your investment journey

Watch AIC’s series of videos which give you an overview of what an investment journey could look like.

Watch the video

Mortgages for beginners

Buying a house is possibly the biggest purchase many of us will make. Read this useful information to learn more.

Find out more

10 tips to manage your money and wellbeing

Being in control of our personal finances is a key part of our wellbeing – even if we know that happiness is not derived from money alone, this Times Money Mentor article recognises.

Read the article

Get started with your finances today

Claire Philips shares some great quick advice on how you can start working towards a stronger financial position

Watch the video

Financial goals don’t need to be big

Even if there’s no dramatic end goal in sight, financial planning can help you realise life goals that a plan can help you achieve

Read blog post

Budgeting for the year ahead

As the end of the year approaches, are you thinking about budgeting for 2022? Read these practical tips.

Find out more

Making your money work smarter

Read about some of the several money saving apps and tools out there which can help you save without stretching your wallet too thin.

Find out more

Guide to investment companies

Explore how investment companies work, and start to discover which one might be the right investment for you.

View the guide

Business Protection

In this toolkit from Royal London find out what Business Protection is, and the different types available.

View the toolkit

Financial bucket list for before you reach 30

Here are a selection of top financial goals to try to tick off by the time you turn 30, from SpringGen

Read the article

Financial bucket list for before you reach 40

These are SpringGen’s 5 key financial milestones to aim for before reaching the big 4-0

Read the article

Family budgeting and grown up children

In 2020 we were joined by The Times Money Mentor to discuss budgeting as a family unit, and grown up children leaving and returning to the family home and the financial affects of this.

Watch the video

Jenny’s story: retiring early

Jenny talks through how financial planning helped her to find out when she could retire, focusing more on lifestyle and less on products

Read case study

How income protection helped Jade

Royal London shows how income protection can support you through some of life’s hurdles.

Hear the story

A different viewpoint on financial protection

Money can be used to provide security, space and options if there are unpleasant surprises. This is why protection of a financial plan is valuable.

Read the article

The importance of protecting your financial plan

Having a financial plan can be really helpful in achieving life goals and dealing with challenges, and protecting your plan is just as important as having one.

Watch the video

Jill’s story: creating a legacy

Find out how financial planning helped Jill to pass as much as possible onto her children while she could see them enjoy it

Read case study

Retirement planning in 2021

Read this quick checklist of factors to consider when beginning your retirement planning.

Find out more

The best is yet to be – build flexibility into your financial plans

Giving yourself flexibility in financial planning is important to cope with anything unexpected life can bring

Read blog post

A career in wealth management + free course to get you started!

Find out more about a career in financial planning, advice or wealth management in this article and apply for a free course, which is part of the CISI Investment Advice Diploma.

Apply for the course

Gold Supporters

Silver Supporters



Affiliate Supporters