UK consumers offered free personal financial planning sessions during CISI Financial Planning Week 7 -11 October #FPWUK #Planwell2livewell
UK consumers nationwide are being offered free personal financial planning sessions by CERTIFIED FINANCIAL PLANNERTM(CFPTM) professionals, with the aim of giving everyone a helping hand to achieving financial wellbeing, resilience and life goal planning.
Citywide Financial Partners are delighted to be supporting the Chartered Institute for Securities & Investment’s (CISI) Financial Planning Week and will be holding free, one hour consultations. In the recent CISI accredited firm of the year awards, Citywide Financial Partners came highly commended. These can be booked with Citywide Financial Partners in advance, for week commencing 7 October, via www.citywidefinancial.co.uk, or directly with David Easteal at david.easteal@citywidefinancial.co.uk or on 01372 365950.
The annual campaign, organised by the-not-for profit professional body the CISI, is a national initiative to help improve the financial fitness of the UK public, whilst highlighting the fact that CFPTM practitioners represent the pinnacle of professionalism for their knowledge, skills and integrity.
Consumers are being encouraged to think about the value of financial planning and to take up the offer of a free session with a local CFPTM via cisi.org/findaplanner or by calling+44 20 7645 0777.
Clinton Askew, CEO and Financial Planner at Citywide Financial Partners, said:
“We are pleased to be offering free one-to-one consultations as part of CISI’s Financial Planning Week 2019. We do things differently at Citywide – we focus on understanding the person as a whole and what they want to achieve before we look at how their money is managed and organised. We aim to empower our clients to live the life they want by helping them understand and plan their finances. The free one hour consultation will allow them to get to know us, and to discover how financial planning could benefit them and their family.”
Jacqueline Lockie CFPTM, Chartered FCSI and CISI Head of Financial Planning said: “Our CFPTM professionals are delighted to help all consumers, no matter what their age or financial circumstances, during these free sessions 7 – 11 October. CFPTM qualified professionals in particular offer a 360-degree, holistic approach, with the ethos very much focused on putting life goals and financial well-being first. Their designation means they approach these important sessions with integrity and sensitivity, aiming to do the right thing for the consumer.
The free, one-hour money management sessions will offer a chance for members of the UK public to have a one-to-one meeting with a qualified CFPTM professional, who will begin by working through an individual’s life goals before helping plan how to achieve them. Financial planning firms will be offering:
- Free consultation surgeries, either in person, via Skype, or over the phone
- ‘Ask a Planner’ online sessions
- Expertise in the shape of articles, blogs, and tips
- Talks at schools or universities across the country about the merits of the financial planning profession as a career
About Chartered Institute for Securities & Investment
The CISI’s mission is to help members attain, maintain and develop their knowledge and skills and to promote the highest standards of ethics and integrity in the securities and investment profession.
Based in the City of London, with origins in the London Stock Exchange, the CISI is a global organisation with representative offices in financial centres such as Barcelona, Colombo, Dubai, Dublin, Edinburgh, London, Manila, Mumbai and Nairobi. We work in close cooperation with regulators, firms and other professional bodies worldwide and over 40,000 examinations were sat in 81 countries in the last twelve months. With 45,000 members in 111 countries, the CISI is the professional body which sets examinations and offers qualifications for those working in or looking to establish a career in the financial planning, wealth management and capital markets profession.
Categories: Financial Planning, Financial Planning Week
