The annual focus on Financial Planning ended on Wednesday and saw more than 50 firms getting involved.
UK consumers were offered free personal Financial Planning sessions worth up to £500 with the theme to “make dreams happen.”
The free sessions, offered by CISI Certified Financial Planners, aimed to give “everyone a helping hand to achieving financial wellbeing, resilience and life goal planning.”
The annual Financial Planning Week campaign, organised by CISI, is a national initiative to help improve the financial fitness of the UK public, while highlighting the fact that Financial Planners represent the pinnacle of professionalism for their knowledge, skills and integrity.
Chartered Financial Planner Amyr Rocha-Lima tweeted: “People from across the economic spectrum got in touch w/ us to discuss their money and their life. #FPWUK @CISI If nothing else, it’s proven to me that our profession is HIGHLY VALUED by SO MANY people - they just don’t know that we do what we do, until they talk to us.”
And NorthStar Wealth Management took to Twitter to say: “Reflecting on an amazing #FPWUK 2018. Great work promoting this @CISI. Well done all involved.”
Chartered Financial Planners Berry & Oak added: “One final thought for #fpwuk. A financial plan is for life... not just for Financial Planning Week.”
The CISI says Financial Planners are “supremely qualified to offer financial guidance not only to pre or post retirees, but to all members of society at differing life stages including women, couples, families, families with adult children, students, young adults and families with caring responsibilities for those with special needs.”
CISI Financial Planning firms that participated in Financial Planning Week 2018 were:
Hannay Robertson Financial Planning
Broadway Financial Planning
Real Life Financial Planning
Affluent Financial Planning Ltd
Cansdales Ltd
Wells Gibson Limited
Mackenzie Financial Planning
Balance: Wealth Planning Limited
JL Wealth Consultancy
GEM & Co
Cervello Financial Planning
Westminster Wealth LLP
Ian King Financial Planning Ltd
Ashlea Financial Planning
Stafford Wealth Management
Pavis
Appleton Gerrard
Acumen Financial Planning
Citywide Financial Partners
Smart Financial
Swallow Financial Planning
Satis Asset Management
Berry & Oak
Fiscal Engineers Ltd
AKFP Group
Magenta Financial Planning
Consilia Wealth Management
Almus Wealth Management
Go IFA
Serenity Financial Planning
Worldwide Financial Planning
Metcalf Wealth Managers
1st Chartered Financial Planning
1825 Financial Planning
Independent Benefit Consultancy
EC Financial Services
Santorini Financial Planning
Close Brothers Asset Management
Green Lane Financial Planning
Ellis Davies Financial Planning
UNIQ Family Wealth
Carrington Investment Consultants Limited
Tucana Financial Planning
Lothbury Pendil
NorthStar Wealth Management Group
Lehmann Financial Management
Lloyd & Whyte
Mazars
Fiducia Wealth Management
Questa Chartered
Succession Wealth
Carbon Financial Partners