We are launching a series of free virtual consultations to raise awareness of Financial Planning Week (October 5-11) and highlight the importance of planning for retirement.
Our team of expert advisors will be holding video conferences throughout the week with residents who wish to learn more about financial planning. This initial advice will include discussing issues such as setting realistic savings goals, taking advantage of tax allowances and the costs of investing.
Financial Planning Week is being organised by the not-for-profit body, the Chartered Institute for Securities and Investment (CISI), to improve the financial fitness of the UK public. It aims to promote resilience and life goal planning by encouraging consumers to think about their future and the benefits of professional advice.
Partner, Martin Birch, said: “We felt Financial Planning Week was the perfect time to launch a Covid-friendly alternative to the free drop-in sessions we were running at our office in Dronfield before the pandemic. We want local residents to think about their finances and take this opportunity to learn more about the benefits of having a suitable financial plan in place.”
To arrange a free virtual consultation with one of our partners, telephone (01246) 298181 or email: firstname.lastname@example.org