Financial Planning Week

Thursday 12 September 2019

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Financial Planning Week this year commences 7th October and during this week CISI CERTIFIED FINANCIAL PLANNINGTM professionals and Accredited Financial Planning Firms™ will be offering consumers free financial planning sessions.

Acumen Financial Planning is delighted to be supporting Financial Planning Week and will be holding free, one hour consultations which can be booked with Acumen Financial Planning in advance via or by calling Jill Lepre on 01224 392350.

Financial planners throughout the UK will be offering their services free during Financial Planning Week, to shine the spotlight on financial planning, which differs to “financial advice” ie “financial planning” helps people to organise their money to achieve specific life goals, whereas “financial advice” focuses more on financial products. Last year’s campaign helped over 500 consumers with their financial planning issues.

The Chartered Institute for Securities & Investment (CISI) is responsible for organising Financial Planning Week and their website offers useful pointers, guides and information – including 10 questions you should ask before choosing your financial planner.

The complimentary, one-hour money management sessions offer a chance for a one-to-one meeting with a qualified CFPTM professional, who begin by working with life goals and then helping you plan how to achieve them.


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Our event, Navigating Business Uncertainty, due on Thursday 19th March in Aberdeen has been postponed. This will now be held on Wednesday 10th June. Booking is available here.

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