UK consumers offered free personal financial planning sessions during CISI Financial Planning Week 3 -10 October #MakeDreamsHappen

 In Cervello Financial Wellbeing, Change, Personal, Recruitment, Social media

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.

We are delighted to be supporting Financial Planning Week and will be holding free, one-hour consultations which can be booked with me in advance, for week commencing 3rd October.

 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.

 Consumers are being encouraged to think about the value of financial planning and to take up the offer of a free session with a local CFPTM. To book a session with me locally in Romford and the surrounding areas or London please contact or call 01708 606202.

 A certified financial planner, like me, can help you achieve your life goals, build financial confidence, combat anxiety and stress about money and deal with life’s challenges around day-to-day financial decisions. If you are worried about money or are interested to find out whether you have ‘enough’ money to last your lifetime why not take advantage of Financial Planning Week and book a consultation.

 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”.

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.

Throughout the week financial planning firms will also be offering:

  • ‘Ask a Planner’ online sessions
  • Talks to schools across the country about the merits of the financial planning profession as a career

The CISI’s mission is to help members attain, maintain and develop their knowledge and skills and to promote the highest standards of ethics and integrity in the securities and investment profession.

Based in the City of London, with origins in the London Stock Exchange, the CISI is a global organisation with representative offices in financial centres such as Barcelona, Colombo, Dubai, Dublin, Edinburgh, London, Manila, Mumbai, Nairobi and Singapore.

The CISI work in close cooperation with regulators, firms and other professional bodies worldwide and over 40,000 examinations were sat in 80 countries in the last twelve months.  With 45,000 members in 104 countries the CISI is the professional body which sets examinations and offers qualifications for those working in or looking to establish a career in the financial planning, wealth management and capital markets profession.

For further information about Financial Planning Week please go to Here you will be able to book a session anywhere in the UK or by calling 020 7645 0708. Please spread the word by sharing and contributing to the conversation around the week on social media using the hashtags #FPWUK and #planwell2livewell.

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