The ranks of Financial Planning firms joining a campaign to raise awareness of the profession are swelling.
Across the country 56 Financial Planning surgeries for the general public have been announced. The number has risen by over 20 in a week, as momentum builds for Financial Planning Week.
The IFP has encouraged as many firms to offer the surgeries as possible. The campaign, designed to make the general population more aware of Financial Planning and how it can help them in their lives, takes place from 23 to 29 November.
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Sue Whitbread, IFP communications director, said: "We are thrilled so many firms are offering free Financial Planning surgeries this year and the number is set to grow.
"We're particularly pleased to have near-national coverage from firms such as Mazars. Any more firms wishing to take part can get in touch for details."
IFP President Rebecca Taylor CFPCM said: "This is our big chance to get out and shout about the power of Financial Planning and encourage the general public to see for themselves what we can do for them.
"There is only so much that the IFP team in Bristol and our Financial Planning Week public relations agency Holt PR can do without support from us, the IFP members.
"If you haven't already thought about getting involved there's still time and I urge you to do so. The more of us that give a little bit of our time and expertise the greater the impact. There are lots of ways to do it, most of which are simple – and fun too."
The following free Financial Planning surgeries have been confirmed:
1. Grainger Financial Planning Ltd, Sunderland. For bookings, email
2. *Jessop Financial Planning, Sheffield. For bookings, email:
3. LEBC group, Leeds. For bookings email
4. * Mazars Financial Planning Various locations. For details contact
5. Roger W Williams Financial Planning Ltd, Leeds. For bookings email
6. *Chesterton House Loughborough. Contact
7. Freedom Financial Planning, New Mills, High Peak. For bookings email Andy Nevett
8. Kellands (Hale) Ltd, Cheshire. For bookings, email
9. *Mazars Financial Planning Various locations: For details contact
10. OHFS Limited, Hull and Bradford. For bookings, email
11. Questa Chartered, Blackpool. For bookings, email:
12. *Smart Financial (Skype or FaceTime consultations only), Altrincham. For bookings, email:
13. *Adrian Smith & Partners Ltd, Coventry. For bookings, email:
14. Beacon Wealth Management Cambridge. Contact:
15. Common Sense Financial Planning Ltd, Tamworth. For bookings, email:
16. *Donald Wealth Management, West Midlands. For bookings, email:
17. Expert Wealth Management, Witney. For bookings, email:
18. *Fiscal Engineers Ltd, Nottingham. For bookings, email:
19. *Hannay Robertson Financial Planning, Cambridge. For bookings, email:
20. Lehmann Financial Management, Stafford: Contact
21. *Mazars Financial Planning Various locations contact
22. Money Wise IFA Ltd, Cambridge. For bookings, email:
23. SN Financial Services, Droitwich. For bookings email
24. *Wealth Matters, Luton. For bookings email
25. Adidi Wealth Ltd, London. For bookings, call: 020 7060 0700
26. * Bloomsbury True Wealth, London. For bookings email Elaine McErlean at
27. Cansdales Ltd, Little Chalfont. For bookings, email
28. Clearwater Wealth Management LLP, High Wycombe. For bookings, email:
29. Copthorne Financial Services Ltd, Great Missenden, Bucks. For bookings, email:
30. * Gem and Co Wimbledon; for bookings contact
31. Jane Smith Financial Planning Ltd, Milton Keynes. For bookings, email:
32. Juno Wealth Management, Sussex. For bookings email:
33. *KMD Private Wealth Management, Essex. For bookings email
34. Lubbock Fine Wealth Management llp, London. For bookings, email:
35. *Mazars Financial Planning. Various locations. For details contact
36. *Perceptive Planning Ltd. Central London. For bookings email:
37. True Potential Wealth Management LLP, Southend-on-Sea. For bookings, email:
38. *UNIQ Family Wealth, London. For bookings, email:
39. Close Brothers Asset Management, Bristol. For bookings, email:
40. Epoch Wealth Management, Bath. For bookings contact Markas Gilmartin
41. Hart Financial Management, Salisbury. For bookings email Karl Smith
42. In Partnership Financial Design Ltd, Southampton. For bookings, email:
43. * Mazars Financial Planning Various locations: For details and bookings contact
44. * MFP Wealth Management, Christchurch For details and bookings contact
45. Affluent Financial Planning Ltd, Paisley. For bookings, email:
46. *Carbon Financial Partners Edinburgh, Perth, Aberdeen. For bookings, email
47. *Forty Two Financial Planning, Glasgow. For bookings, email:
48. Kelvin Financial Planning, Glasgow. For bookings email
49. *Mazars Financial Planning Various locations: For details and bookings contact
50. John Roddick & Sons, Annan. For bookings, email:
51. D.J Lawrence and Associates, Gwynedd. For bookings email
52. *Heron House Financial Management, Newport. For bookings email
53. *Penguin, Cardiff. For bookings, email:
54. Future Asset Management LLP, Bridgend. For bookings, email:
55. *UNIQ Family Wealth, Cardiff. For bookings, email:
56. * Gibson Financial Planning, Coleraine; For bookings email
* = Accredited Financial Planning firms
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