UK consumers offered free personal financial planning sessions during CISI Financial Planning Week 3 -10 October #MakeDreamsHappen
UK consumers nationwide are being offered free personal financial planning sessions by CISI CERTIFIED FINANCIAL PLANNERTM professionals, with the aim of giving everyone a helping hand to achieving financial wellbeing, resilience and life goal planning.
UNIQ Family Wealth is delighted to be supporting Financial Planning Week and will be holding free, one hour consultations in person or via telephone or skype, which can be booked with UNIQ Family Wealth for week commencing 3rd October, via https://uniqfamilywealth.co.uk/
UNIQ Family Wealth is offering face to face sessions in Cardiff and Thornbury, Bristol.
The annual campaign, organised by the-not-for profit professional body the Chartered Institute for Securities & Investment (CISI), is a national initiative to help improve the financial fitness of the UK public, while highlighting the fact that CERTIFIED FINANCIAL PLANNERTM 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/fpweek or by calling 020 7645 0708
Marlene Outrim of UNIQ Family Wealth said: “UNIQ Family Wealth is pleased to be involved in Financial Planning Week ,promoted by Chartered Institute for Securities & Investments (CISI), to help the UK public draw up their own, personal, financial master plan, incorporating all of life’s milestones. Whether that is preparing for retirement, buying a home, being newly-wed, or starting a business, this is something everyone can benefit from, not just the wealthy.
Financial Planning Week 2018 represents a national initiative to bring financial planning to the consumer forefront. The week brings together Certified Financial PlannerTM professionals, Accredited Financial Planning FirmsTM, members of the CISI Financial Planner Forum, schools, universities and the media in a bid to also improve the financial fitness of the UK public.
Too few understand the real impact of true financial planning and how a creative Financial Planner can help people live the lives they really want and have a “Life Well Lived”. It is hoped that few more will understand how setting goals and objectives and establishing a plan can help them realise their hopes and dreams.”
Jacqueline Lockie CFPTM, Chartered FCSI and CISI Head of Financial Planning said: “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. 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.
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 begin by working through an individual’s life goals and then 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
- Talks to schools across the country about the merits of the financial planning profession as a career
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, Nairobi and Singapore.
We work in close cooperation with regulators, firms and other professional bodies worldwide and over 40,000 examinations were sat in 80 countries in the last twelve months. With 45,000 members in 104 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.