Every year, the Chartered Institute of Securities and Investments (CISI) Financial Planning Week encourages consumers to take advantage of good and solid financial advice.
The 2025 event took place between January 27 and February 2, with the campaign slogan “Live your today. Plan your tomorrow” endorsing a route to a fulfilling financial future, while aiming to make financial planning more accessible.
The CISI is a 45,000-member professional organisation representing Certified Financial Planners and other entities in banking and financial services.
This year, the timing of Financial Planning Week had extra significance following the extra complexity of the last Budget, and the opportunities that emerged from it. This has led a few middle earners to reassess their existing retirement or estate planning strategies.
During Financial Planning Week, many UK financial advisers run initiatives and meetings to promote the benefits of financial planning, to help the public understand how they can prosper from an effective plan, while dispelling a few myths about financial advice.
To achieve this, consumers are offered free resources and introductory appointments from CISI financial planners. Some of these also provide ‘drop ins’ in local communities to help people obtain the guidance they need.
Other measures include spreading awareness of services on social media, offering pro bono consultations, distributing press releases to local media, speaking at schools and community centres and sharing financial health checklists.
If you are seeking financial advice in Cheshire, set up an appointment with local specialist Hartey Wealth Management today to discuss suitable financial planning options for you.
