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

News editor's view: 40s are the new 50s - a move in the right direction? 

News editor's view: 40s are the new 50s - a move in the right direction? 

The news editor's Friday Night Takeaway from 1 May

Isabel Baxter
clock 01 May 2026 • 3 min read
Feel Good Friday: FOS chooses Dementia UK as charity partner

Feel Good Friday: FOS chooses Dementia UK as charity partner

Will support Dementia UK over the next two years

Professional Adviser
clock 01 May 2026 • 1 min read
Why 50:50 parenting doesn't necessarily mean no child maintenance

Why 50:50 parenting doesn't necessarily mean no child maintenance

'In many cases, one parent will meet a greater share of the children’s financial needs'

Clizia Motterle
clock 01 May 2026 • 4 min read