19 Sep 2019

events

Shaw Gibbs take part in Financial Planning Week 2019

UK consumers nationwide are being offered free personal financial planning sessions by CISI CERTIFIED FINANCIAL PLANNER TM professionals. The aim is to give 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. These can be booked in advance in both our Oxford and London offices for the week commencing 7 October.

The annual campaign, organised by the-not-for profit professional body the Chartered Institute for Securities & Investment (CISI). It is a national initiative to help improve the financial fitness of the UK public, while highlighting the fact that CERTIFIED FINANCIAL PLANNER TM 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 professionals are delighted to help all consumers, no matter what their age or financial circumstances. During these free sessions 7 – 11 October. CFPTM qualified professionals in particular offer a 360-degree, holistic approach, with the ethos very much focused on putting life goals and financial well-being first. Their designation means they approach these important sessions with integrity and sensitivity, aiming to do the right thing for the consumer”

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. They will 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 skype or over the phone
  • ‘Ask a Planner’ online sessions
  • Expertise in the shape of articles, blogs, and tips

Book your meeting via www.shawgibbs.com/book-meeting or by calling +44(0)1865 292 200.

Shaw Gibbs take part in Financial Planning Week 2019
Shaw Gibbs take part in Financial Planning Week 2019
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