Consumers across the UK are being encouraged to sign up for free, professional personal finance sessions in CISI’s Financial Planning Week that will take place between the 5th – 11th October 2020.

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.

WBW Chartered Financial Planners 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 with WBW Chartered Financial Planners in advance, by telephone on 01626 202340 or email enquiries.cfp@wbw.co.uk.

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.

Consumers throughout the UK are being encouraged to think about how they feel towards their finances, the benefits financial planning provides and to take up the offer of a free session with a local qualified professional financial planner via cisi.org/findaplanner or by calling 0207 6450777.

Chris Hill, Chartered Financial Planner at WBW Chartered Financial Planners and winner of the CERTIFIED FINANCIAL PLANNERTM Professional of the Year 2019 award, said: “In these uncertain times, with the majority of individuals incomes affected by COVID-19, it has never been more important for people to review their finances and seek specialist advice on how to manage their money.  Financial Planning Week provides support to get people back on track and an opportunity to relieve any stress caused by the current pandemic.”

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 (Skype, Microsoft Teams, or Zoom) or over the phone for members of the public;
  • 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; and
  • Sharing their articles, guides and case studies on cisi.org/FPWeek.

For further information or to book a free telephone consultation please call 01626 202340 or email enquiries.cfp@wbw.co.uk.