Acumen Financial Planning is delighted to support Financial Planning Week 2016.
The week commencing June 6 is backed by the Chartered Institute for Securities & Investment (CISI) and represents a national initiative to bring financial planning to the consumer forefront. The drive will unify Financial Planning professionals, CISI Accredited Financial Planning Firms, schools and industry media in a bid to improve the financial fitness of the British public.
One of the aims of the event is to highlight the fact that financial planning is a very relationship-based process, with the primary aim being to help people organise their finances to achieve specific life goals.
Acumen Financial Planning is delighted to be offering the general public in Aberdeen the opportunity to benefit from informal discussions with financial planners, see and hear first-hand what financial planning involves and what it can do for others.
“We are pleased to be involved with Financial Planning Week 2016, which provides a great opportunity for members of the public to engage with Financial Planning Firms. An Accredited Firm we regularly host events and present at seminars on Financial Planning and we look forward to welcoming visitors to our Aberdeen office on June 7,8 and 9,” said Keith Mackie, director of Acumen Financial Planning.
“The aim of Financial Planning Week is to help the UK public draw up their own, personal, financial master plan, incorporating all of life’s milestones, whether that be preparing for retirement, buying a home, being newly-wed, or starting a business. This is something everyone can benefit from, not just the wealthy,” said Rebecca Taylor, CFPTM Chartered FCSI, CISI board director and managing director of Aurea Financial Planning.
The week also gets the support of the financial planning industry media which, alongside financial planning firms, will be relaying polls, quizzes and surveys highlighting consumer themes and money management issues. All of this and more can be accessed via the dedicated information hub “Wayfinder”.
Acumen Financial Planning is based at Bon Accord House, Riverside Drive, Aberdeen AB11 7SL. To register interest in meeting the team at Acumen Financial Planning in Aberdeen please contact events@acumenfp.com.
Ms Taylor said: “The CISI and the financial planning community are very much focused on promoting the value of financial planning. People are starting to understand what financial planning is all about and are asking for an overall plan, not just for someone to have a look at their investments. The CISI will hold Financial Planning Week, commencing June 6 – a national initiative to show that financial planning and money management is not just reserved for the wealthy and is a practice everyone can benefit from.”
For more details about Acumen Financial Planning’s involvement in Financial Planning Week please contact Jill Lepre Marketing Manager on 01224 392350 or events@acumenfp.com