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

Feel Good Friday: Quilter pledges £3m towards financial education

Feel Good Friday: Quilter pledges £3m towards financial education

Alongside £1m in grants supporting charities

Professional Adviser
clock 13 February 2026 • 1 min read
Brits unlikely to see IFAs despite Budget impact

Brits unlikely to see IFAs despite Budget impact

Just 19% were likely to seek advice, Continuum finds

Isabel Baxter
clock 12 February 2026 • 3 min read
Treasury consults on AR regime adding further FCA and FOS permissions

Treasury consults on AR regime adding further FCA and FOS permissions

Amid concerns about consumer harm and weaknesses in oversight

Isabel Baxter
clock 12 February 2026 • 3 min read