Financial Planning Week 2020

This year, Financial Planning Week runs from the 5th to 11th October. Mazars have supported this national initiative, led by Chartered Institute for Securities and Investment (CISI), for eight years now offering individuals free one-hour consultations across the country.

Book your free initial consultation here

These sessions are for anyone that would like to talk to an adviser about their personal finances, whether that’s about their retirement plans, savings and investments, optimising tax efficiency, or simply to get some peace of mind about their family’s financial security.

Due to the ongoing pandemic, these sessions will be run through Zoom and Teams virtually at a time and date suitable to you and your adviser.

Financial Planning Week aims to raise awareness of the importance of financial planning and to help people nationwide organise their finances to achieve their future financial goals.

Watch out for our daily financial planning videos and top tips on our social channels throughout the week and please also follow and join our conversations online using the hashtags #AskMFP and #FPWUK.

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You can book your free, initial session here

Watch our short financial planning top tip videos below

 

 

 

 

 

 

 

 

 

 

 

 

Documents

How to understand your pension

How to understand your pension

Protecting your wealth

Protecting your wealth

How to plan your financial future

How to plan your financial future

How to plan for retirement

How to plan for retirement

How to get the most from cashflow modelling

How to get the most from cashflow modelling