Financial Planning Week this year commences 7th October and during this week CISI CERTIFIED FINANCIAL PLANNINGTM professionals and Accredited Financial Planning Firms™ will be offering consumers free financial planning sessions.
Acumen Financial Planning is delighted to be supporting Financial Planning Week and will be holding free, one hour consultations which can be booked in advance via by calling Melanie Shields on 0141 404 1500.
Financial planners throughout the UK will be offering their services free during Financial Planning Week, to shine the spotlight on financial planning, which differs to “financial advice” ie “financial planning” helps people to organise their money to achieve specific life goals, whereas “financial advice” focuses more on financial products. Last year’s campaign helped over 500 consumers with their financial planning issues.
The Chartered Institute for Securities & Investment (CISI) is responsible for organising Financial Planning Week and their website cisi.org/fpweek offers useful pointers, guides and information – including 10 questions you should ask before choosing your financial planner.
The complementary, one-hour money management sessions offer a chance for a one-to-one meeting with a qualified Financial Planner, who begin by working with life goals and then helping you plan how to achieve them.