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Advice firm in limited free financial planning offer

A Cambridgeshire-based advisory firm is holding free clinics for the public to discuss issues including retirement and investments as part of financial planning week, Tony Larkins has said.

The managing director of Beacon Wealth Management said he has dedicated Wednesday 26 November to holding financial planning surgeries.

Mr Larkins said: “It is not their purpose, but you would expect that somebody may become a client after the surgeries.”

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He added that people with “tiny pots” may look for advice when the pension reforms come into force in April.

Individuals can book a free 30-minute session with an adviser to discuss such topics as retirement, care fee planning, investments, savings and protection.

The clinic comes as part of financial planning week, which will run from 23 to 29 November, aiming to inform people about the benefits of managing their finances.

The campaign, now in its seventh year, is run by the Institute of Financial Planning.

Julie Flynn, IFA for Lanarkshire-based Bree Wealth and Tax Management, said: “The large majority of the population does not realise how valuable advice can be, so advisers have got to give a little in order to reach that wider audience.”