Mazars to offer free advice for Financial Planning Week

25 September 2018

International accountancy and advisory firm, Mazars, has announced that it will be taking part in the Chartered Institute for Securities and Investment’s (CISI) Financial Planning Week (3 – 10 October).

Throughout the week, Mazars offices across the UK will be offering one-hour financial planning sessions, free of charge, helping individuals to plan for their financial future. 

The CISI’s UK-wide annual event highlights the importance of having a financial plan in place. Mazars has taken part in this initiative for the past six years and hopes to build on last year’s successes helping even more people, from all walks of life, plan for the future.

Mazars Partner, Sarah Lord, said: “We are proud to support this initiative and would urge more firms to get involved so even more people can be reached. Financial planning is something that should be on everyone’s radar.

"From those looking to invest their money, to those looking for help with pensions or looking to finance their children’s education, there really is no limit to those who would benefit from a simple finance plan".

She added: “Financial planning is different to “financial advice” as it helps people to organise their money to achieve specific life goals, whereas “financial advice” focuses more on financial products.

“I would urge everyone to use this week as the prime opportunity to assess their finances and plan for the future,” she concluded. “Some careful financial planning really can help you reach your goals and isn’t as hard as you many believe. No matter how much you earn, do not risk leaving your finances to chance”.

Jacqueline Lockie, Deputy Head of Financial Planning at the not-for-profit CISI, said: “Financial planning is a relationship-based process, which aims to help everyone, no matter what their age or financial circumstances. It allows those with money to plan their spending and saving wisely, but also those without, to work with a qualified CFPTM or CISI professional who can support them in reaching their financial goals.  Financial planners do not just work with wealthy individuals,”

Last year, the event helped over 500 consumers with their financial planning issues and this year those wishing to participate will again be able to book in their one hour consultation in advance.


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