Financial Planning surgeries 2014

Your chance to get an expert opinion on your Financial Planning needs 

To celebrate Financial Planning Week, all those firms listed below are offering free Financial Planning surgeries. Book your appointment now and you'll have the ideal opportunity to meet up with a professional Financial Planner to discuss your personal situation - and with no strings attached. Firms denoted with an asterisk * are Accredited Financial Planning FirmsTM . These are firms which have been assessed by IFP as being committed to the highest professional standards. Most other firms listed are represented by CFPCM professionals. These are individuals who represent the leaders in the Financial planning profession. You can be confident that you will receive expert Financial Planning help from Accredited Firms and from CFP professionals.  

We expect these slots to book up quickly so if you'd like to take advantage of a session with a Financial Planning expert then you'd better be quick as they will be offered on a first come first served basis. 

Not sure what to expect?  Find out here what happens at a Financial Planning surgery meeting  - find out here

Lifelong cashflow modelling from Prestwood - a clever tool to get you started

To make the most of your meeting, we recommend you complete this online cashflow exercise before you meet with a Financial Planner. By entering details of your income, outgoings, assets and liabilities, you can build an accurate measure of your net worth and current financial situation. Then enter your projected future income and expenditure to build up a picture of the life you want to enjoy in years to come. Set aside 30 minutes for this and get planning

North East:

North West:

Midlands / Central:

South East: 

South West:



Northern Ireland:

* Denotes an IFP Accredited Financial Planning FirmTM

More surgeries are being added every day. Please contact the firm directly to book your place. If there aren't any surgeries shown in your area yet, do email us on and we'll do our best to help you.