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Firms offer free advice as Cisi backs Planning Week

Firms offer free advice as Cisi backs Planning Week

Free financial advice sessions are being offered by some of Cisi’s certified financial planners as part of Financial Planning Week.

The free financial advice sessions will be available in person, via Skype or over the phone and 31 financial planning firms across the UK have so far signed up to offer them.

Financial Planning Week starts on Monday 6 June and was created to raise the public’s awareness of the benefits of financial planning.

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Rebecca Taylor, Cisi board director and managing director of Aurea Financial Planning, said: “Our aim is to help the UK public draw up their own, personal, financial master plan, incorporating all of life’s milestones, whether that be preparing for retirement, buying a home, being newly-wed, or starting a business.

“People are starting to understand what financial planning is all about and are asking for an overall plan, not just for someone to have a look at their investments.”

Ms Taylor emphasised the Cisi and the financial planning community are “very much focused on promoting the value of financial planning”.

Some planners who were originally members of the Institite of Financial Planning had been concerned their part of the financial adviser profession would be neglected when the body merged with the Cisi in November.

Financial planning firms taking part in the free sessions will allow consumers to put their financial planning queries to advisers anonymously and receive a response within 48 hours.

They will also be giving talks to schools across the country about financial literacy and the merits of the financial planning profession.

Consumers can access their free sessions online financialplanning.org.uk/wayfinder