08 May 2017
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"We hope to spread the message that everyone needs a financial plan, regardless of their age or wealth."
As Financial Planning Week 2017 kicks off, three experts explain why they and their firms are offering free one-hour 'taster' sessions to potential clients and the key messages they will be looking to get across
The Chartered Institute for Securities & Investment (CISI) has brought back free one-on-one money management consultations for Financial Planning Week, which runs from today to 12 May. More than 40 firms...
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