Financial Planning Week

UK consumers nationwide are being offered free personal financial planning sessions by financial planners including CERTIFIED FINANCIAL PLANNERTM (CFP TM) professionals. The aim is to give everyone a helping hand to achieve financial wellbeing, resilience and life goal planning, which this year is more important than ever with the backdrop of the global pandemic

Broadway Financial Planning is delighted to be supporting the Chartered Institute for Securities & Investment’s (CISI) Financial Planning Week and will be holding free, one hour consultations, which can be booked in advance and during the week commencing 5 October 2020.

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.

Keri Carter, Broadway Financial Planning Ltd, said: “We’re delighted to be supporting this valuable initiative once again.  Now, more than ever, it’s so important that people can take control of their finances and plan their futures.  With all the resources available during the week, this has just become a little bit easier.”

Jacqueline Lockie, Chartered FCSI, CISI’s Head of Financial Planning said:
“Our financial planner professionals are particularly conscious this year how many families across the nation will have had their lives impacted by Covid-19, either through  illness, bereavement, facing unemployment or other challenging job situations. Financial Planning Week will be an opportunity for UK consumers to arrange some free, professional financial guidance sessions, to allow our planners to offer a steadying hand and help them plan for their financial future.”

During Financial Planning Week, financial planners and their firms will be:

• Offering free consultation surgeries, via video call (Zoom) or over the phone for members of the public.  Go to https://calendly.com/kericarter/financial-planning-week-personal-planning-session to book an appointment or call us on 01386 858121 to arrange a telephone appointment.

• Opportunities for consumers to “Ask a Planner” a question in online sessions or offer written responses to individuals’ queries

• Providing talks to local schools across the country to share the merits of the financial planning profession as a career

• Sharing their articles, guides and case studies on cisi.org/FPWeek

For further information on our involvement in Financial Planning Week don’t hesitate to contact us.