01 Oct 2018


Shaw Gibbs Support Financial Planning Week 3-10 October 2018

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

Shaw Gibbs are delighted to be supporting Financial Planning Week and will be holding free, one hour consultations which can be booked in advance in both our Oxford and London offices for the week commencing 3rd October, via www.shawgibbs.com/book-meeting or by calling +44(0)1865 292 200.

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, while highlighting the fact that CERTIFIED FINANCIAL PLANNERTM practitioners represent the pinnacle of professionalism for their knowledge, skills and integrity.

Ed Gibson, Head of Financial Services for Shaw Gibbs states ‘Financial Planning Week is a great way to showcase the benefits of financial planning, the best part of our job as Certified Financial Planners is helping people to realise their dreams as well as safeguarding their financial future and that of their families, we enjoy being able to promote these benefits to a wider audience and are looking forward to welcoming people to our Oxford and London offices throughout the week’

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 firms will be offering:

  • Free consultation surgeries, either in person, via skype or over the phone
  • ‘Ask a Planner’ online sessions
  • Talks to schools across the country about the merits of the financial planning profession as a career
Shaw Gibbs
Shaw Gibbs
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