The Chartered Institute for Securities & Investment (CISI) has announced UK Financial Planning Week will run from 27 January – 2 February 2025.
The professional body and educational charity said the event is an opportunity for financial planners to give back to their communities.
Financial Planning Week is described as a nationwide public outreach campaign to spread awareness of the benefits of financial planning and encourage people to take control of their finances.
The event will enable people to experience planning services through free introductory appointments and resources from certified professionals.
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Chris Morris, CISI head of financial planning policy and engagement, said: “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.”
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Susi Taylor, director of Brilliance Financial Planning, added: “What we provide to people as a service can help make a big difference to people’s lives, and Financial Planning Week gets that message out there by encouraging participation in the community and raising awareness about financial planning.
“There’s always potential that we may find a good match in a client as well, so we think it’s a good thing for all parties.”
