Many firms backing Financial Planning Week

The week, organised by CFP professional body the CISI, got under way yesterday and will run 9 October.

It is part of the #10DaysOfFinancialPlanning social media campaign in the 10 days leading up to the week. The hashtag #FPWUK is being used.

Many UK Financial Planning firms are organising media campaigns, pro bono drop ins for the public and promoting Financial Planning to their local communities.

Among the Financial Planning and other firms backing the campaign this year are:

Appleton Gerrard

Acumen FP

Balance Wealth

Belmayne

Berry & Oak

Claritas Wealth Management

Cooper Parry Wealth

Ethical Futures

Expert Wealth

Financial Planning Partners

Gem & Co Financial Services

Jane Smith Financial Planning

Lexington Wealth

Libertas Wealth Management

Lifetime FM

Mazars

MH Macintyre Hudson

MHA Caves Wealth

Modulus Financial Planning

Ovation Finance

Northstar Wealth Management

PM+M Accountants

Santorini Financial Planning

Shaw Gibbs

Smith & Pinching

SpringGen Advice

Prestwood Truth cashflow modelling software

Robson Laidler

Thanks Wealth Planning

Uniq Family Wealth

This year’s theme is about “busting myths” about Financial Planning and encouraging family conversations on finances to help consumers to take control of their finances.

Sally Plant, CISI assistant director, Financial Planning and education development, said: “Financial Planning Week helps raise awareness about the role of qualified Financial Planners in helping people from all walks of life, and all ages – and importantly, not just the wealthy – to think ahead and plan for the future,” said Ms Plant.

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In tandem with the week, to mark the sixth annual World Financial Planning Day on Wednesday 5 October, the Denver-based Financial Planning Standards Board (FPSB) – the global body for setting standards for Certified Financial Planners – will host a ‘fireside chat’ in partnership with the International Organization of Securities Commissions (IOSCO).

FPSB chief executive Noel Maye and IOSCO secretary general Martin Moloney will discuss the challenges facing members of the public as they seek to manage finances and plan for the future and the impact that Financial Planning can have on consumer wellbeing and resilience.

The FPSB and its network of financial planning professional bodies, representing more than 203,000 CFP professionals worldwide, will host a series of programmes and events to raise awareness of the value of Financial Planning.

Mr Maye said: “Given the impacts of an increasingly digitalised world, cryptocurrencies, finfluencers, geopolitical conflicts, inflationary trends and lingering uncertainty around Covid, it’s more important than ever that and the global CFP professional community promote the value of Financial Planning and having a plan.”

For more information about World Financial Planning Day visit WorldFPDay.org and check out the #WFPD2022 conversations on social media channels.

• To view the on-demand FPSB and IOSCO Fireside Chat on Wednesday 5 October, tune into FPSB social media channels LinkedIn, Facebook and Twitter during World Financial Planning Day.

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