Shaw Gibbs enjoy supporting the Chartered Institute for Securities & Investment’s (CISI) Financial Planning Week and will be holding free, hour-long sessions which can be booked with us in advance, and during the week commencing 11 October, via https://www.shawgibbs.com/book-meeting or by calling 01865 292200.
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.
Ed Gibson, Head of Financial Planning for Shaw Gibbs comments
“As we emerge from one of the most turbulent times of our lifetime, we all have financial wellbeing and future goals high on our agenda. Financial Planning Week is a great opportunity for us to help people to take the right steps on how they can best achieve both.”
“We are pleased to collaborate with CISI on the 2021 Financial Planning Week and look forward to the many meetings we will hold throughout the week.”
Sally Plant, CISI’s Head of Financial Planning adds:
“Financial Planning Week highlights to consumers the importance of identifying qualified financial planners through not-for-profit, professional body directories, thereby obtaining fair and professional financial guidance.
“Our financial planning community including our Certified Financial Planners™ are best placed to share their expertise to support the public in doing so. By offering free personal financial planning sessions, the community will be helping people of all ages and incomes to put plans in place for their future.
“Our planners’ are committed to giving their pro bono guidance to all consumers to help convey the true positive benefits of having a financial plan.”
During Financial Planning Week, financial planners and their firms will be:
- Offering free consultation surgeries, in a variety of formats (online video call, phone call, or in-person)
- Opportunities for consumers to “Ask a Planner” a question in sessions or offer written responses to individuals’ queries
- Providing talks 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 onfinancialplanningweek.co.uk
For further information on our involvement in Financial Planning Week contact us on firstname.lastname@example.org or call 01865 292200