Free advice on money management offered during Financial Planning Week

Updated

People keen to shore up their finances can take advantage of free surgeries as part of Financial Planning Week.

The campaign - taking place from Monday June 6 to Friday June 10 - will offer free financial advice sessions in person, on the phone or online via Skype.

It will also feature 'Ask the Planner' sessions, where savers can put their financial planning questions to advisers anonymously and receive an answer within 48 hours.

More than 30 financial planning firms from across the UK have signed up to provide advice during the event, which is being spearheaded by professional membership body The Chartered Institute for Securities & Investment (CISI).

Rebecca Taylor, CISI board director and managing director of Aurea Financial Planning, said: "Our aim is to help the UK public draw up their own, personal, financial master plan, incorporating all of life's milestones, whether that be preparing for retirement, buying a home, being newly-wed, or starting a business.

"This is something everyone can benefit from, not just the wealthy."

Planners will also be visiting schools to help students understand the benefits of financial planning.

People can book free sessions and access tips and tools for financial planning by visiting www.financialplanning.org.uk/wayfinder.



Six Steps for Organized Finances
Six Steps for Organized Finances

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