Free personal financial planning sessions available with Balance: Wealth Planning during Financial Planning Week
Financial Planning Week is an annual campaign from the CISI to help improve the financial fitness of the UK public, giving everyone a helping hand to achieving financial wellbeing, resilience and life goal planning. Their mission is also to highlight the fact that their Certified Financial Planners represent the pinnacle of professionalism for their knowledge, skills and integrity.
Balance: Wealth Planning, based at Riverside Chambers, is fully supporting Financial Planning Week and is offering two generous options. Firstly, two introductory financial planning workshops for 1 hour will be available at their offices. These can be booked through Eventbrite (search for Personal Financial Planning Workshop).
They will also be holding free, one hour consultations on 10th October which can be booked in advance through www.balancewealth.uk/get-in-touch or firstname.lastname@example.org or 0800 7723456.
Rebecca Aldridge, Managing Director of Balance: Wealth Planning Limited said:
“Financial planning isn’t simply about money. The aim of a good financial plan is to put you in a position where you can reach out and touch a colourful picture of the future, knowing it’s achievable. Where you feel your life has meaning, you have all the comforts that you need and can help the people you care for. We simply structure and manage our clients’ wealth so they have the best chance of getting there.”
Jacqueline Lockie CFPTM, Chartered FCSI and CISI Head of Financial Planning said:
“Our CFPTM members throughout the UK are ready to help everyone, no matter what their age or financial circumstances, during our Financial Planning Week 3 – 10 October. Financial planners can help people achieve their life goals, build financial confidence, combat anxiety and stress about money and deal with life’s challenges around day-to-day financial decisions.”
The free, one-hour money management sessions will offer a chance for members of the UK public to have a one-to-one meeting with a qualified CFPTM professional, who begin by working through an individual’s life goals and then helping plan how to achieve them.
Financial Planning Week is taking place from 3 - 10 October