Attend a Financial Planning Week Surgery, 8-12 May 2017

Your chance to get an expert opinion on your financial needs 

During Financial Planning Week, you can book a free appointment with a professional financial planner to discuss your personal situation - with no strings attached. You can also review tips and tools and learn more about how true financial planning can be a life changing experience. Some of the firms which will take part in this week will be Accredited Financial Planning FirmsTM. These are firms which have been assessed by CISI as being committed to the highest professional standards. Most other firms listed are represented by CISI’s CERTIFIED FINANCIAL PLANNERTM  professionals and Chartered Wealth Managers. You can be confident that you will receive expert financial planning help. Details of the financial planning sessions available in person, over the phone or via Skype, can be found below.

Not sure what to expect?  Find out what happens at a financial planning surgery meeting.

 

BOOKINGS ARE NOW CLOSED FOR FINANCIAL PLANNING WEEK 2017.  If you are still seeking financial planning advice please use our Find a planner search tool. 

 

We'd love to hear what you thought of your surgery experience. Tweet @WayfinderCISI using #FPWUK and complete our surgery feedback form.

 

Channel Islands:

East Midlands:

West Midlands:

East:

North East:

Northern Ireland:

North West:

Scotland: 

South East: 

South West:

Wales:

Yorkshire and Humber:

 

We'd love to hear what you thought of your surgery experience. Tweet @WayfinderCISI using #FPWUK and complete our surgery feedback form.

Further information and queries

Can't see your region listed? Please email us at fpweek@cisi.org or telephone 020 7645 0708 and we'll do our best to help you.

If your financial planning firm would like to get involved in Financial Planning Week 2017. Please let us know by registering your interest and we'll contact you with more information. Find out how your firm can support the campaign.