Financial Planning Week 2016
RVW WealthCare Ltd is delighted to support Financial Planning Week 2016.
The week commencing 6 June 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 CISI Chartered Wealth Managers, Certified Financial PlanningTM professionals, CISI Accredited Financial Planning FirmsTM, financial planners, 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. Furthermore, it will allow the public to benefit from free consultations from Chartered Wealth Managers and CFPTM professionals, who stand as an industry benchmark for their knowledge, integrity and professionalism within financial planning.
“Our aim 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.
“Financial Planning is such a useful tool when it comes to helping individuals really take charge of their financial objectives. Our clients have told us that having a plan written down that is based on their longer term needs and desires really helps them gain comfort that they are on the right track to provide financial security for themselves and their loved ones” Adam Caga, Chartered Wealth Manager, Chartered MCSI, Director RVW WealthCare Ltd.
Financial planning firms across the UK will be offering:
- Free consultation surgeries, either in person, via skype or over the phone.
- 'Ask a Planner;' online sessions.
- Educational resources about the merits of the financial planning profession.
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 CISI's dedicated information hub “Wayfinder” (www.financialplanning.org.uk/wayfinder).
Friends, family and colleagues can book their free sessions online, participate in 'Ask a Planner' online sessions, review tips and tools and learn more about how true financial planning can be a life changing experience.
We look forward to helping the financial planning community and the British public during Financial Planning Week.
The Team - RVW WealthCare Ltd