Monday, 25 November 2013 16:03
Financial Planners open their doors nationwide
As part of Financial Planning Week 2013 Financial Planning firms all over the UK are offering the public the opportunity this week to consult with a professional on a no-strings attached basis and at no cost.
These free Financial Planning surgeries are operated by some leading planning firms including many IFP Accredited Financial Planning Firms. At many of the firms consumers can meet with IFP members including Certified Financial PlannerCM professionals.
Financial Planning Week is the national campaign organised by the IFP to raise awareness among consumers of the benefit of planning their finances, to help make the most of their money and achieve life goals. The website www.financialplanningweek.org.uk provides access to tips, tools and guidance to consumers on how to improve their financial “fitness” by taking simple steps.
However, for those who simply don’t know where or how to start or who face more complex financial decisions, Financial Planning Week provides the ideal opportunity for a face to face meeting with a professional Financial Planner and tackle key questions about how to plan better financially.
Sue Whitbread, communications director at the IFP, said: “Financial Planning is just too important to be left to chance. For many people it can be a daunting prospect but the easiest way to approach it is to get the help of a professional Financial Planner. This week we’re delighted to be able to offer consumers around the UK the opportunity to discuss their situation with an expert. It’s time for action, and helping people to kick start their financial future is the best Christmas present we can think of!”
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Among the firms taking part are (IFP Accredited Firms denoted by *):
England:
· *Bloomsbury Wealth, London: offering 12 x 1.5 hour sessions 020 7965 4480.
· Addidi Wealth, London: offering 10 x 1 hour sessions This email address is being protected from spambots. You need JavaScript enabled to view it..
· FPS London, London: offering 10 free one hour surgeries 020 8567 2221.
· *Chamberlyns Financial Planning, Luton: offering 5 x 1.5 hour sessions 01582 434 256.
· *Hannay Robertson, Cambridge: offering seven surgeries throughout the week 01223 269 405.
· *Everett MacLeod Limited, Kent: offering a surgery day on Tuesday 26 Nov 01732 366 903.
· *1st Chartered Financial Planning Ltd, Chorley: offering a free no obligation one hour consultation for anyone who contacts them during Financial Planning Week. For bookings, call 01257 230 001.
· *Stafford and Co, Hertford: six sessions available during the week. For bookings, call 01992 551 950.
· *Jessop Financial Planning, Sheffield: offering surgeries throughout the week 0114 267 2789.
· *Smart Financial Planning, Manchester: offering surgeries throughout the week 0844 824 6990
· Freedom Financial Planning, New Mills: offering surgeries on Thursday 28 Nov 01663 747000
· *Fortitude Financial Planning Ltd, Northants: offering surgeries throughout the week 01327 354 321.
· *Eldon Financial Planning, Co Durham: offering surgeries throughout the week 01388 770810
· BRB Wealth Management, Staffordshire: win one of three Financial Plans - simply submit your details into their online enquiry form.
Wales:
· *Penguin, Cardiff: offering surgeries throughout the week 02920 450 143.
· *Heron House Financial Management Ltd, Newport: offering surgeries all day on Monday, Tuesday morning, Wednesday morning and Thursday morning 01633 258 200.
· Bevan and Buckland, Swansea, Pembroke and Haverfordwest: offering surgeries for anyone who contacts them during Financial Planning Week. To book with Gareth Tregidon CFPCM call 01792 410100
· Uniq Family Wealth, Cardiff: offering sessions on Wednesday and Friday. For bookings, call (029) 20782 330 or email This email address is being protected from spambots. You need JavaScript enabled to view it..
Scotland:
· *Carbon Financial Partners Ltd, Scotland: offering 10 free one hour surgeries to those who book their appointment during Financial Planning Week This email address is being protected from spambots. You need JavaScript enabled to view it.
· *Forty Two Wealth Management, Glasgow: offering surgeries on selected dates 0141 404 1500.
· *Acumen Financial Planning, Aberdeen: holding an open Day on Wednesday 27 November 01224 392 350.
Northern Ireland:
· Carrington Wealth Management, Belfast: holding surgeries on Wednesday and Thursday evening (5-8pm). For bookings, call Matt on 028 90 33 33 22.
More surgeries are being added every day, says the IFP. Follow Financial Planning Week on Twitter using the hashtag #FPWUK
Check out further details - www.financialplanningweek.org.uk.
These free Financial Planning surgeries are operated by some leading planning firms including many IFP Accredited Financial Planning Firms. At many of the firms consumers can meet with IFP members including Certified Financial PlannerCM professionals.
Financial Planning Week is the national campaign organised by the IFP to raise awareness among consumers of the benefit of planning their finances, to help make the most of their money and achieve life goals. The website www.financialplanningweek.org.uk provides access to tips, tools and guidance to consumers on how to improve their financial “fitness” by taking simple steps.
However, for those who simply don’t know where or how to start or who face more complex financial decisions, Financial Planning Week provides the ideal opportunity for a face to face meeting with a professional Financial Planner and tackle key questions about how to plan better financially.
Sue Whitbread, communications director at the IFP, said: “Financial Planning is just too important to be left to chance. For many people it can be a daunting prospect but the easiest way to approach it is to get the help of a professional Financial Planner. This week we’re delighted to be able to offer consumers around the UK the opportunity to discuss their situation with an expert. It’s time for action, and helping people to kick start their financial future is the best Christmas present we can think of!”
{desktop}{/desktop}{mobile}{/mobile}
Among the firms taking part are (IFP Accredited Firms denoted by *):
England:
· *Bloomsbury Wealth, London: offering 12 x 1.5 hour sessions 020 7965 4480.
· Addidi Wealth, London: offering 10 x 1 hour sessions This email address is being protected from spambots. You need JavaScript enabled to view it..
· FPS London, London: offering 10 free one hour surgeries 020 8567 2221.
· *Chamberlyns Financial Planning, Luton: offering 5 x 1.5 hour sessions 01582 434 256.
· *Hannay Robertson, Cambridge: offering seven surgeries throughout the week 01223 269 405.
· *Everett MacLeod Limited, Kent: offering a surgery day on Tuesday 26 Nov 01732 366 903.
· *1st Chartered Financial Planning Ltd, Chorley: offering a free no obligation one hour consultation for anyone who contacts them during Financial Planning Week. For bookings, call 01257 230 001.
· *Stafford and Co, Hertford: six sessions available during the week. For bookings, call 01992 551 950.
· *Jessop Financial Planning, Sheffield: offering surgeries throughout the week 0114 267 2789.
· *Smart Financial Planning, Manchester: offering surgeries throughout the week 0844 824 6990
· Freedom Financial Planning, New Mills: offering surgeries on Thursday 28 Nov 01663 747000
· *Fortitude Financial Planning Ltd, Northants: offering surgeries throughout the week 01327 354 321.
· *Eldon Financial Planning, Co Durham: offering surgeries throughout the week 01388 770810
· BRB Wealth Management, Staffordshire: win one of three Financial Plans - simply submit your details into their online enquiry form.
Wales:
· *Penguin, Cardiff: offering surgeries throughout the week 02920 450 143.
· *Heron House Financial Management Ltd, Newport: offering surgeries all day on Monday, Tuesday morning, Wednesday morning and Thursday morning 01633 258 200.
· Bevan and Buckland, Swansea, Pembroke and Haverfordwest: offering surgeries for anyone who contacts them during Financial Planning Week. To book with Gareth Tregidon CFPCM call 01792 410100
· Uniq Family Wealth, Cardiff: offering sessions on Wednesday and Friday. For bookings, call (029) 20782 330 or email This email address is being protected from spambots. You need JavaScript enabled to view it..
Scotland:
· *Carbon Financial Partners Ltd, Scotland: offering 10 free one hour surgeries to those who book their appointment during Financial Planning Week This email address is being protected from spambots. You need JavaScript enabled to view it.
· *Forty Two Wealth Management, Glasgow: offering surgeries on selected dates 0141 404 1500.
· *Acumen Financial Planning, Aberdeen: holding an open Day on Wednesday 27 November 01224 392 350.
Northern Ireland:
· Carrington Wealth Management, Belfast: holding surgeries on Wednesday and Thursday evening (5-8pm). For bookings, call Matt on 028 90 33 33 22.
More surgeries are being added every day, says the IFP. Follow Financial Planning Week on Twitter using the hashtag #FPWUK
Check out further details - www.financialplanningweek.org.uk.
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