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Shaw Gibbs support CISI’s Financial Planning Week 3 - 9 October 2022

Article

Shaw Gibbs support CISI’s Financial Planning Week 3 - 9 October 2022

26 Sep 2022

3 minute read

The 2022 UK Financial Planning Week (3-9 October) comes as the cost of living is soaring, inflation and interest rates are rising, and as a new Prime Minister takes up residence in Downing Street.

Shaw Gibbs support CISI’s Financial Planning Week 3 - 9 October 2022 - news article image

The 2022 UK Financial Planning Week (3-9 October) comes as the cost of living is soaring, inflation and interest rates are rising, and as a new Prime Minister takes up residence in Downing Street. 

This year the week-long event is about busting myths around financial planning and encouraging conversation around finances. The aim is to empower consumers throughout the UK by raising awareness of the support available from financial planning, this includes help with organising finances and guidance in planning how to reach life goals and dreams. 

The annual campaign, organised by the not-for profit professional body the CISI, is a nationwide initiative aiming to help consumers build financial confidence, combat anxiety and stress about money and deal with life’s challenges around day-to-day financial decisions. The CISI financial planning community, led by CERTIFIED FINANCIAL PLANNER™ professionals, are a great support in sharing the message of this initiative. 

The UK public are being encouraged to think about how they feel about their finances, whether they feel they know as much as they could and to understand what meeting with a financial planner involves, to see the life-changing benefits for themselves by visiting financialplanning.cisi.org

Ed Gibson, Head of Financial Planning for Shaw Gibbs comments

“Getting a step ahead of your spending and finances is beneficial in the long run and Financial Planning Week is the perfect time to stop and think about whether you are in the right financial position. This week is about all CFPTM professionals giving time back to the financial planning profession in order to promote the benefits of what we do on a nationwide scale.” 

Sally Plant, CISI Assistant Director, Financial Planning & Education Development said 

"It has never been more important to get the message out – that financial literacy is an important tool for life, and financial planning is an essential part of wellbeing and mental fitness. Financial Planning Week helps raise awareness about the role of qualified financial planners in helping people from all walks of life, and all ages – and importantly, not just the wealthy – to think ahead and plan for the future.".

During Financial Planning Week, financial planners and their firms will be: 

About Chartered Institute for Securities & Investment


Based in the City of London, the Chartered Institute for Securities & Investment (CISI) is the leading professional body for securities, investment, wealth and financial planning professionals. Dedicated to professionalism since it emerged from the London Stock exchange in 1992, its purpose is to champion lifelong learning and integrity, raising individual standards of knowledge, skills and behavior globally to enhance public trust and confidence in financial services. The CISI is a global organisation with representative offices in financial centres such as Barcelona, Colombo, Dubai, Dublin, Edinburgh, London, Manila, Mumbai and Nairobi. 


About Shaw Gibbs 

Shaw Gibbs is a top 100 accountancy, insolvency and financial planning practice, based in Summertown, Oxfordshire and Marylebone, London. With a track-record spanning more than 90 years, clients are high-growth/entrepreneurial businesses and private individuals in the Thames Valley, The Chilterns and London. They are a vibrant organisation with a passion for business and finance. Investing in the latest technology and being up-to-date with current legislation and best practice enables us to meet our clients’ needs in the best possible way.

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