Financial Planning Week 2019

This year, Financial Planning Week runs from the 7th to 11th October. Mazars have supported this national initiative, led by Chartered Institute for Securities and Investment (CISI), for seven years now offering individuals free one-hour consultations in our offices across the country.

These sessions are for anyone that would like to talk to an adviser about their personal finances, whether that’s about their retirement plans, savings and investments, optimising tax efficiency, or simply to get some peace of mind about their family’s financial security.

Financial planning week aims to raise awareness of the importance of financial planning and to help people nationwide organise their finances to achieve their future financial goals.

Sign up here

You can book your free session here.

Watch out for our daily financial planning videos on our social channels throughout the week and please also follow and join our conversations online using the hashtags #FPWUK.

Ian Pickford

Ian Pickford Partner - Head of Private Client - Milton Keynes

Detailed profile

Financial planning

Grow, invest, and protect your wealth with Forvis Mazars financial planning services.

Lifetime Cashflow

We all know that planning for the future is vital in order to achieve future goals and ambitions, and negotiate the financial hurdles that will inevitably arise throughout life. However, not all of us have the time to devise and execute an ongoing financial forecast, with all the complexities that can entail.

Retirement planning

Whatever it is that you’re aiming for in your retirement, it helps to consider your options as early as possible. There’s no reason to leave anything off the table – with the right planning and support, you can set your goals high, knowing that you’ve got a solid plan of action to achieve them.