Financial Planning Week 2019

UK consumers nationwide are being offered free personal financial planning sessions.

FacebooktwitterlinkedinmailFacebooktwitterlinkedinmail   by Ben Faulkner, 16th September 2019

UK consumers nationwide are being offered free personal financial planning sessions by qualified professionals, with the aim of giving everyone a helping hand to achieving financial wellbeing, resilience and life goal planning.

EQ Investors (EQ) will once again be supporting the Chartered Institute for Securities & Investment’s (CISI) Financial Planning Week and will be holding free, one hour consultations which can be booked in advance, for week commencing 7 October.

The annual campaign, organised by the-not-for profit professional body the Chartered Institute for Securities & Investment (CISI), is a national initiative to help improve the financial fitness of the UK public.

Consumers are being encouraged to think about the value of financial planning and to take up the offer of a free session.

Jacqueline Lockie, Chartered FCSI and CISI Head of Financial Planning at the CISI said: “Planning professionals are delighted to help all consumers, no matter what their age or financial circumstances, during these free sessions 7 – 11 October.”

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 professional, who begin by working through an individual’s life goals then help plan how to achieve them. Financial planning firms will be offering:

  • Free consultation surgeries, either in person, via video or over the phone
  • ‘Ask a Planner’ online sessions
  • Expertise in the shape of articles, blogs, and tips

Book your free planning consultation

If you would like to benefit from a free financial planning session, please either complete the meeting request form, email or call 020 7488 7182.

Financial planning: back to basics event

To coincide with Financial Planning Week, we are hosting an informative breakfast seminar, where we’ll go over some financial planning basics. Find out more

About the author: Ben Faulkner

Ben joined EQ in 2015 and has over 17 years of experience across the pensions, financial technology and wealth management sectors. At EQ, he is responsible for developing, managing and implementing the marketing communications strategy. Outside of work, Ben’s two daughters keep him busy. He enjoys keeping fit, especially running and cycling along the Pilgrim’s Way.

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