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 telephone consultations which can be booked with WBW Chartered Financial Planners in advance, for the week commencing 7 October, by telephone on 01626 242500 or email enquiries@wbwcfp.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, while highlighting the fact that Certified Financial Planning practitioners represent the pinnacle of professionalism for their knowledge, skills and integrity. For further information on Financial Planning Week, please visit https://www.cisi.org/cisiweb2/fpweekmicrosite/financial-planning-week.
The free telephone consultations will offer you the chance to have a one-to-one meeting with one of our highly qualified Financial Planners to provide help and guidance on a on a broad range of areas that include:
- Protecting your lifestyle and standard of living in the event of death or critical illness
- Planning for your retirement
- Reducing your Inheritance liability
- Investment planning
- Protecting your wealth
- Protecting the value of your business
- Paying for long term care
- Equity release
- Recipients of compensation awards
- Trust investments
WBW Chartered Financial Planners are a highly qualified team based in the South West; Director of WBW CFP, Chris Hill, and Chartered Financial Planner, Ian Avery.
For further information, or to arrange a no obligation appointment, contact us today by telephone on 01626 242500 or email enquiries@wbwcfp.co.uk.
