Your IndustryApr 12 2017

Cisi recruiting firms for free financial planning sessions

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Cisi recruiting firms for free financial planning sessions

Dozens of financial planning firms have signed up to provide free, one hour consultations during Financial Planning Week next month.

The Chartered Institute for Securities and Investment is coordinating the event, which has seen nearly 50 firms across the UK sign up for the one-to-one sessions.

Financial Planning Week starts on 8 May and runs until 12 May and aims to highlight the benefits of financial planning to help people organise their money to achieve specific life goals.

During the week financial planning firms will be offering free consultation surgeries, "Ask a Planner" online sessions and talks in schools across the country about the merits of joining the financial planning profession.

Jacqueline Lockie, deputy head of financial planning at the Cisi, said: "Financial planning is a relationship-based process, which aims to help everyone, no matter what their age or financial circumstances.

"It allows those with money to plan their spending and saving wisely, but also those without, to work with a qualified certified financial planner or Cisi professional who can support them in reaching their financial goals.

"Financial planners do not just work with wealthy individuals."

The Cisi has said it is still recruiting firms which want to take part in Financial Planning Week, which can do so by visiting cisi.org/fpw

Martin Bamford, managing director at Surrey-based Informed Choice, said: “We are pleased to help support Financial Planning Week again this year.

"The best way to share the benefits of financial planning is to talk about the work we are doing with clients on a daily basis, changing lives and helping achieve long-held goals.

"Throughout the week we’ll be writing, podcasting and making videos about various aspects of financial planning, which we hope will be shared with a wide audience and encourage readers, listeners and viewers to take positive action.”

damian.fantato@ft.com