It’s financial planning week (7 – 11 Oct.)

Financial planning week logo 2019

October brings with it a number of significant events in your calender, namely Halloween and the dreaded Brexit deadline.

But there’s another event running during this month, and it’s happening right now.

Financial planning week, an initiative run by The Chartered Institute of Securities and Investment (CISI), offers free, one-hour sessions for those looking to get some guidance with their finances; from inheritance tax to investing.

So whether you’re looking to make a significant change to the way you think about money, or simply looking for a financial health check-up, take 5 minutes out of your week to follow this link and see how you can benefit and embrace a healthier financial future.

What is a financial planner?

“A financial planner is a qualified investment professional who helps individuals and corporations meet their long-term financial objectives.” (Investopedia: 2019).

It may initially seem that only those with vast sums of wealth need assistance from financial planners, but the right planner can provide benefits far beyond where to put your hard earned cash.

It’s not just about trying to get you to buy various financial products they may, or may not, be receiving commission from; a planner can guide you towards your life goals and keep you focused when things are looking rough.

A planner can help you shape a lifestyle and teach you about using money as a tool and not just the ones and zeros on a screen.

Many specialise in specific areas within the world of finance. So if you’re thinking of obtaining the services of a financial planner, make sure you’ve thoroughly done your research: what qualifications do they have? What is the fee structure they charge and is this the best option for me? Are they independent or are they associated with an advisory/ planning company that may push the price up unnecessarily?

Many people may never need the services of a financial planner, but it’s always worth considering, especially if it’s your attitude and psychology towards money that needs changing.

A lot of what the majority of people, looking to better themselves financially, need to know can be found online at no cost. If you’re looking for guidance, before paying for someone else’s knowledge, have a look at the list of useful links and resources page to see if your query has already been answered for free.






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