Financial Planning Week runs from the 22nd to 28th January 2024. Berry & Oak are delighted to once again be supporting this national initiative. As part of this, we will be holding free one hour consultations to allow you to ask us questions about your personal finances and receive professional financial direction.
What is Financial Planning week?
Financial Planning week is led by Chartered Institute for Securities and Investment (CISI) and supported by many of the CISI Accredited Financial Planning Firms. Berry & Oak are very proud to have been awarded the CISI Financial Planning Firm of the Year in 2022 and 2019.
Financial Planning Week aims to raise awareness of the importance of financial planning to help people organise their finances to achieve their life goals and give an understanding of financial planning and what the financial planning process looks and feels like.
During these sessions, you will have the opportunity to talk to one of our Certified Financial Planners™ about your personal finances, whether that is your retirement plans, savings and investments, optimising tax efficiency, or simply to get some peace of mind about your family’s financial security. We will be able to give you some information and guidance on how you can improve your financial position. (Please note that we will not be providing regulated investment advice during these sessions).
Our previous sessions have been able to provide people with more financial confidence, lessen anxiety and stress about money and help them deal with life’s challenges around day-to-day financial decisions.
How to book your free session
Our one hour sessions will be conducted using Zoom on Thursday 25th and Friday 26th January 2024. To pre-book a session please send an email to clientservice@berryandoak.com with your name, contact details and an overview of what you would like to achieve from the session so that we can prepare for the session to ensure it meets your objectives.*
Watch out for our blog’s top tips on our social media channels throughout the week and please also follow and join our conversations online using the hashtag #FPWUK.
You can also read our article here to find out a little bit more about what financial planning is.
We hope that you make the most of the resources Financial Planning Week has to offer, as let’s be honest, with the year we’ve all had, we certainly need some hope of a prosperous future ahead of us!
*You voluntarily choose to provide personal details to us when emailing us your details. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.’
