UK Financial Planning Week | Connor Broadley

News & Insights | 24th January 2025

UK Financial Planning Week

By Connor Broadley

Wealth Planning

3 Min Read

 

The Chartered Institute for Securities & Investments (CISI) is one of the UK’s leading professional bodies for the financial planning industry. Monday 27th January sees the launch of its annual Financial Planning Week, a nationwide campaign to help spread awareness of the benefits of financial planning and to encourage people to take control of their finances. It gives people the opportunity to experience a financial planning service through free introductory appointments with financial planning professionals.

Chris Morris, Chartered MCSI, CISI head of financial planning policy & engagement, says of the initiative: “In today’s world, taking control of your finances and having a financial plan is more important than ever. Not everyone has access to a qualified financial planner. This initiative provides an opportunity for the public to get the help and guidance they need.”

To show our support for CISI’s campaign, in the coming week Connor Broadley is providing free financial clinics for the employees of some of our corporate clients. These are private half hour sessions where individuals can ask one of our planners about any aspect of their personal finances.

Raising awareness of how getting to grips with financial planning as early possible can have important long term benefits for a person’s future financial security is a key issue in the UK, and one we’re proud to be supporting.

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