The Chartered Institute for Securities & Investment (CISI) will offer consumers free one hour money management consultations nationwide as part of Financial Planning Week in May.
The sessions, normally worth up to £500, will be offered by CISI Certified Financial Planning (CFP) professionals, formerly members of the Institute of Financial Planning. The one-on-one sessions will establish consumers' life goals and simple outlines of how they can achieve them. They will be delivered either in person, via skype or over the phone. Participating advisers will also offer ‘ask a planner' online sessions and give talks in schools across the country about the merits of financial planning. CISI confirmed 40 financial planning firms have already offered their services ...
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