Financial Planning Week
Free one-hour Personal Financial Consultation
Financial Planning Week 22-28 January 2024
Gem & Co Financial Services are delighted once again this year to be supporting Financial Planning Week by offering financial guidance at a complimentary private consultation.
Financial Planning Week is an annual campaign run by The Chartered Institute for Securities & Investment (CISI). The campaign aims to 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 their financial future.
The annual campaign 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 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 take up the offer of a free session with a qualified professional financial planner.
Gareth Rees, Managing Director at Gem & Co Financial Services, says ‘With the cost of living soaring and the current economic climate, now, more than ever, is a really good time for people to take stock and speak to a qualified Financial Planner who can help review and take control of their finances’.
A financial plan helps to organise finances, taking control of your life and giving you valuable peace of mind. Accredited Financial Planners offer guidance in how to reach life goals and dreams through your finances.
Who are Gem & Co Financial Services?
We’re Chartered, Accredited & Independent Financial Planners based in the heart of Wimbledon. As a Chartered (CII) and Accredited (CISI) firm, we are leaders in our profession, and we continually demonstrate our ability to provide advice and service of the highest standard. To complement this, our independent status means we can provide financial advice that is truly bespoke.
Your free one-hour consultation
The aim of the free one-hour session is to answer your important financial planning questions and make you feel more confident with your money. 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, although we may discuss regulated products.
As your time with our Financial Planner is limited to an hour, we recommend preparing ahead. Have an idea about what you hope to achieve from your session, get financial paperwork together, note down an overview of your financial position and think about questions you want answered.
Gem & Co Financial Services advises on investments.
Investment move up and down and you may not get back what you put in.
Past performance is not an accurate guide to future performance.