FINANCIAL PLANNING FIRMS ACROSS WALES OFFERING FREE CONSULTATION SURGERIES, EITHER IN PERSON, VIA SKYPE OR OVER THE PHONE

CISI says financial planning is for all consumers as practitioners sign up to offer free, professional advice sessions to UK public

A nationwide campaign has been launched to help improve the UK’s financial fitness by encouraging consumers to sign up for free financial advice sessions available as part of CISI Financial Planning Week 6th June.

The free sessions, many of which are being offered by the CISI’s CERTIFIED FINANCIAL PLANNER professionals, Chartered Wealth Managers and CISI Accredited Financial Planning Firms, can be booked directly by visiting the CISI Wayfinder website http://www.financialplanning.org.uk/wayfinder or by emailing those firms listed below.

The free financial advice sessions are available for consumers in person, via Skype or over the phone. Thirty one financial planning firms throughout the UK have so far signed up to offer the free financial advice surgeries.

The Chartered Institute for Securities & Investment (CISI) is the not-for-profit, professional membership body whose members include financial planners, Chartered Wealth Managers, CERTIFIED FINANCIAL PLANNERTM  professionals and Accredited Financial Planning Firms. The free financial advice sessions are being offered as part of Financial Planning Week 6th June to raise the UK public’s awareness of the benefits of financial planning for everyone – and not just the wealthy.

The week commencing 6 June represents a national initiative to bring financial planning to the consumer forefront. The drive will endeavour to unify CERTIFIED FINANCIAL PLANNER professionals, Chartered Wealth Managers, Accredited Financial Planning Firms, financial planners, schools and industry media in a bid to improve the financial fitness of the British public.

One of the aims of the event is to highlight the fact that financial planning is a very relationship-based process and the key is to help people organise their finances to achieve specific life goals.

“Our aim is to help the UK public draw up their own, personal, financial master plan, incorporating all of life’s milestones, whether that be preparing for retirement, buying a home, being newly-wed, or starting a business. This is something everyone can benefit from, not just the wealthy,” said Rebecca Taylor CFPTM Chartered FCSI, CISI Board Director and Managing Director of Aurea Financial Planning.