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Free Financial Planning Sessions For UK Investors

Robbie Lawther, Assistant Editor , 21 September 2018

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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.

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