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Shaw Gibbs take part in Financial Planning Week 2019

Article

Shaw Gibbs take part in Financial Planning Week 2019

September 19, 2019

2 minute read

Shaw Gibbs are delighted to be supporting Financial Planning Week and will be holding free, one hour consultations which can be booked in advance in both our Oxford and London offices for the week commencing 7 October.

UK
consumers nationwide are being offered free personal financial planning
sessions by CISI CERTIFIED FINANCIAL PLANNER TM professionals. The
aim is to give everyone a helping hand to achieving financial wellbeing,
resilience and life goal planning.

Shaw Gibbs
are delighted to be supporting Financial Planning Week and will be holding
free, one hour consultations which can be booked in advance in both our Oxford
and London offices for the week commencing 7 October.

The annual
campaign, organised by the-not-for profit professional body the Chartered
Institute for Securities & Investment (CISI). It is a national initiative to
help improve the financial fitness of the UK public, while highlighting the
fact that CERTIFIED FINANCIAL PLANNER TM
practitioners represent the pinnacle of professionalism for their knowledge,
skills and integrity.

Ed Gibson,
Head of Financial Services for Shaw Gibbs states

Financial
Planning Week is a great way to showcase the benefits of financial planning. The
best part of our job as Certified Financial Planners is helping people to
realise their dreams as well as safeguarding their financial future and that of
their families. We enjoy being able to promote these benefits to a wider
audience and are looking forward to welcoming people to our Oxford and London
offices throughout the week’

Jacqueline
Lockie CFPTM, Chartered FCSI and CISI Head of Financial Planning
said:

 

Our
CFPTM professionals are delighted to help all consumers, no matter
what their age or financial circumstances. During these free sessions 7 – 11
October. CFPTM qualified professionals in particular offer a
360-degree, holistic approach, with the ethos very much focused on putting life
goals and financial well-being first. Their designation means they approach
these important sessions with integrity and sensitivity, aiming to do the right
thing for the consumer”

 

The
free, one-hour money management sessions will offer a chance for members of the
UK public to have a one-to-one meeting with a qualified CFPTM professional.
They will begin by working through an individual’s life goals then help plan
how to achieve them.

 

Financial
planning firms will be offering:

  • Free
    consultation surgeries, either in person, via skype or over the phone
  • ‘Ask
    a Planner’ online sessions
  • Expertise
    in the shape of articles, blogs, and tips

Need expert advice?

Speak to an expert for advice on
+44-1865 292200 or get in touch online to find out how Shaw Gibbs can help you

Email
info@shawgibbs.com

Need expert advice?

Speak to an expert for advice on
+44-1865 292200 or get in touch online to find out how Shaw Gibbs can help you

Email
info@shawgibbs.com

What our clients say

  • I have been a client of Shaw Gibbs since the 1960's and have always found a professional but friendly response from the partners or staff

    I have been a client of Shaw Gibbs since the 1960's and have always found a professional but friendly response from the partners or staff

    Richard Preston

  • Thank you for being such a great partner in building our business!

    Thank you for being such a great partner in building our business!

    Oege de Moor - CEO, Semmle

  • Experience, expertise and support was not only invaluable from a financing perspective, but also in assisting us to determine the future strategy.

    Experience, expertise and support was not only invaluable from a financing perspective, but also in assisting us to determine the future strategy.

    Charles Parry – John Parry Estates Ltd

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    Shaw Gibbs’ service provides timely expertise at a reasonable cost

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