Financial Planning Week: A Chance to Plan Your Financial Future
Today marks the start of the The Chartered Institute for Securities & Investment (The CISI) Financial Planning Week, an annual event dedicated to raising awareness about the value of professional financial advice and the importance of sound financial planning. This campaign is all about helping individuals and families understand how they can take control of their financial future with confidence.
Why Financial Planning Matters
Whether you’re planning for retirement, saving for your children’s education, or simply aiming to manage your money better, financial planning provides the roadmap to achieve your goals. It’s not just about numbers—it’s about creating a strategy that supports your aspirations and ensures long-term peace of mind.
During Financial Planning Week, the focus is on empowering people with the tools and knowledge to make informed decisions, no matter their current financial situation.
Free Online Surgeries
As part of this initiative, we’re offering free online financial planning surgeries throughout the week. This is a fantastic opportunity to get expert guidance, completely free of charge. Whether you have questions about pensions, investments, inheritance planning, or simply want to ensure you’re on track, these sessions are designed to provide clarity and guidance.
Each session will be conducted in a relaxed and confidential setting, giving you the chance to discuss your financial goals and challenges openly. There’s no obligation — just genuine support to help you get started on your financial journey.
How to Get Involved
To book your free online surgery, simplybook here https://calendly.com/santorini-financial-planning-matthew-walne/financial-planning-week-2025. Spaces are limited, so act quickly to secure your slot.
Don’t miss this chance to take a proactive step towards building a better financial future. Let’s make the start of something great for you and your family!
