UK consumers nationwide are being offered free personal financial planning sessions by financial planners including CERTIFIED FINANCIAL PLANNERTM (CFP TM) professionals. The aim is to give everyone a helping hand to achieve financial wellbeing, resilience and life goal planning, which this year is more important than ever with the backdrop of the global pandemic.

Shaw Gibbs are delighted to be supporting the Chartered Institute for Securities & Investment’s (CISI) Financial Planning Week and will be holding free, one hour consultations which can be booked with Shaw Gibbs in advance, and during the week commencing 5 October.

The annual campaign, organised by the not-for profit professional body the CISI, is a national initiative to help improve the financial fitness of the UK public.

Ed Gibson, Head of Financial Planning at Shaw Gibbs, said: “This year has shown, more than ever, the importance of safeguarding our financial future and that of our families. We have found throughout the lockdown-period and beyond that consumers are interested in making longer-term financial decisions, such as taking early retirement or helping the younger generations of their family. These decisions can be explored and taken with confidence with a strong financial model in place. We enjoy being able to promote these benefits to a wider audience and are looking forward to holding these sessions throughout the week”

Jacqueline Lockie, Chartered FCSI, CISI’s Head of Financial Planning said:

“Our financial planner professionals are particularly conscious this year of how many families across the nation will have had their lives impacted by Covid-19, either through illness, bereavement, facing unemployment or other challenging job situations. Financial Planning Week will be an opportunity for UK consumers to arrange some free, professional financial guidance sessions, to allow our planners to offer a steadying hand and help them plan for their financial future.”

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

• Offering free consultation surgeries, via video call (Microsoft Teams, or Zoom), in person (with social distancing and Covid-secure measures in-place) or over the phone

• Opportunities for consumers to “Ask a Planner” a question in online sessions or offer written responses to individuals’ queries
• Providing presentations to local schools across the country to share the merits of the financial planning profession as a career
• Sharing their articles, guides and case studies on cisi.org/FPWeek

For further information on our involvement in Financial Planning Week contact us or call 01865 292200