Talking Heads: Advisers share their highlights from this year's Financial Planning Week

Three advisers tell us how their week went…

Victoria McKeever
clock • 2 min read

Following Financial Planning Week we spoke to three advisers to find out what they had learned from offering CISI-sponsored free taster sessions to consumers...

As every year, the Chartered Institute for Securities & Investment (CISI) encouraged advisers to get involved in the annual week-long industry event by signing up to give free one-hour money management sessions normally worth up to £500. More than 40 firms participated in this year's event, which ran from 8-12 May. Here three advisers share their findings from the week… ‘Most successful Financial Planning Week to date'  Mazars Financial Planning CIO David Baker: "This year was our most successful Financial Planning Week to date, with over 130 enquiries coming in via our corpo...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Professional Adviser TV: Tackling 'horrendous' letter of authority delays

Professional Adviser TV: Tackling 'horrendous' letter of authority delays

‘LOAs could be really magical’

Professional Adviser
clock 29 August 2025 • 2 min read
How Parmenion is fuelling platform growth amid adviser fragmentation

How Parmenion is fuelling platform growth amid adviser fragmentation

Platform's soft skills training, switch service and Consumer Duty alignment cited as key drivers of adviser engagement

Sahar Nazir
clock 28 August 2025 • 3 min read
Former Titan Wealth employee convicted of harassing senior staff

Former Titan Wealth employee convicted of harassing senior staff

Judge orders mental health assessment ahead of sentencing next month

Sahar Nazir
clock 28 August 2025 • 3 min read