Financial Planning Week 2019
This year, Financial Planning Week runs from the 7th to 11th October. Mazars have supported this national initiative, led by Chartered Institute for Securities and Investment (CISI), for seven years now offering individuals free one-hour consultations in our offices across the country.
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.
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.
Sign up here
You can book your free session here .
Watch out for our daily financial planning videos on our social channels throughout the week and please also follow and join our conversations online using the hashtags #FPWUK.
Want to know more?
Recognised by the FT Adviser as one of the Top 5 firms in the UK for Financial Planning, our full-service, Financial Planning business is made up of Investment Managers, Certified Financial Planners, and Personal Tax experts.
We all live increasingly busy lives, so finding time to actively plan and manage our future finances can be challenging.
Financial Planning for Retirement
As life expectancy continues to rise, retirement could span more than 30 years. To make sure you are in the best possible position to enjoy your retirement, it’s essential to plan now.