Financial Planning Week – 11-17th October 2021

We are delighted once again this year to be supporting Financial Planning Week.

From the 11th until 17th October 2021, we are offering a free one-hour personal financial consultation to anyone interested in financial guidance.

What is Financial Planning Week?

This is an annual campaign which aims to raise awareness of the importance of financial planning.

Consumers throughout the UK can experience the support available from financial planning including help with organising finances and guidance in planning how to reach life goals and dreams.

Having a financial plan in place is the first step towards taking control of your life and giving you valuable peace of mind.

Your free one-hour consultation

The aim of the free session is to answer your important financial questions and make you feel more confident with your money.

During the session, one of our Financial Planners will provide you with relevant information, discuss the options available to you, explain the pros and cons of various courses of action and outline the next steps you may wish to take.

Please note that these sessions are not designed to provide you with specific regulated financial or investment advice.

As your time with our Financial Planner is limited, it is worthwhile preparing ahead and having an idea about what you hope to achieve from your session.

Get your financial paperwork together, note down an overview of your financial position and think about questions you want answered.

Book your free one-hour meeting

If you are interested in booking a free, one-hour, one-to-one confidential session then please click on this link to complete our contact form or email or call us on 020 8543 0111 quoting Financial Planning Week.


Want to get financially organised?
Achieve your goals? Find peace of mind?

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