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Free sessions for clients to highlight need for planning

Firms that will run free surgeries next week for the event organised by the Institute of Financial Planning include Aberdeenshire-based Acumen Financial Planning and Bedfordshire-based Chamberlyns.

Manchester-based Smart Financial Planning will stage masterclasses and provide tips and guidance on how to take control of finances through its website and social media channels.

Steve Martin, managing director, will participate in a live Twitter interview, organised by the IFP, on Friday 29 November at 1pm.

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He said: “There are still far too many people who don’t recognise the importance of properly preparing their future finances and are therefore not taking the appropriate steps to enable themselves to satisfy their lifestyle goals and aspirations, both now and in the future.

“The economic uncertainty of recent years has, understandably, encouraged a trend towards people concentrating on the present rather than planning ahead. However in tough times it is more important than ever to take control of your finances, to give peace of mind and reduce worry.”

Staff from Verbatim Asset Management, the discretionary arm of the SimplyBiz group, have been visiting schools this week in an effort to educate children about money.

Adviser view

Jason Butler, senior partner of London-based Bloomsbury Private Wealth, said: “During Financial Planning Week we will make ourselves available to modest, normal consumers as opposed to wealthy clients with complicated financial affairs.

“Among those who have already booked a free session is a single parent with two kids and someone who was made redundant recently. This is a way of us giving back for one week of the year. These people do not need products, they just need to think differently about their finances.”