Strategy
Free Financial Planning Sessions For UK Investors

The free, one-hour, confidential sessions put on by CISI certified financial planners are worth up to £500($661).
UK investors are being offered free personal financial planning
sessions by
Chartered Institute for Securities &
Investment certified financial planner professionals,
which aim to increase financial education, resilience and life
goal planning amongst consumers.
The free one-hour confidential sessions are worth up to £500
($661). They are being offered by CFP professionals throughout
England, Scotland and Wales from 3–10 October, said the-not-for
profit professional body, CISI.
With 52 financial planning firms already on board throughout the
UK, the aim is to increase financial planning awareness, which
helps people to organise their money to achieve specific life
goals.
Financial planning firms will be offering:
- Free consultation surgeries, either in person, via skype
or over the phone;
- Ask a planner online sessions; and
- Talks to schools across the country about the merits of the
financial planning profession as a career.
“Our CFPTM members throughout the UK are ready to help everyone,
no matter what their age or financial circumstances, during our
Financial Planning Week 3–10 October,” said Jacqueline Lockie,
chartered FCSI and CISI head of financial planning. “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,” she added.
Consumers are being encouraged to take up the offer of a free
session with a local financial planner via cisi.org/fpweek or by
calling 020 7645 0708.
A recent wealth management report this year found that over
three-quarters of high net worth clients globally want to be
financially educated, and wealth managers risk losing clients if
they fail to do so. With this in mind, WealthBriefing
has
published a series of interviews with various individuals and
financial institutions on educating investors about their
investments.