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...

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