Not sure whether you need professional advice?

You can do some basic Financial Planning on your own, but there are many benefits of getting help from a professional planner.

Option A: Flying solo

If you’re looking for free general information and guidance on money topics such as managing your debt, comparing mortgages or finding the best cash ISA rate, please click here to go to the money advice service website. Alternatively, if you have a specific question you'd like help with please use our Ask a Planner option.

Option B: Share the journey

For comprehensive Financial Planning advice from a CISI Accredited Financial Planning FirmTM or a CERTIFIED FINANCIAL PLANNERCM professional, use our FIND A PLANNER search tool. Such professionals know how to help you identify and understand your goals, steer you away from financial hazards and suggest strategies for reaching your goals that you may not have considered. 

Don't just take our word for it! 

If you'd like to hear from someone who has worked with a professional planner,check out the video below. Mike Wilsher talks about his personal experience of being a client of an Accredited Firm and a CFPTM professional.