Financial Planning Week 2026 runs from 26th January to 1st February 2026, and Berry & Oak are delighted to support this important national initiative once again.
To mark the occasion, we are offering free one-hour consultations, providing you with the opportunity to ask questions about your personal finances and receive professional financial guidance.
What is Financial Planning Week?
Financial Planning Week is led by the Chartered Institute for Securities and Investment (CISI) and supported by many of the CISI Accredited Financial Planning Firms. Berry & Oak are proud to have been awarded the prestigious CISI Financial Planning Firm of the Year in both 2019 and 2022.
The week aims to raise awareness of the importance of financial planning, helping individuals organise their finances to achieve their life goals. It also seeks to improve understanding of what financial planning is and what the process involves.
What can you expect from your free session?
During your free session, you will have the opportunity to discuss your personal financial circumstances with one of our Certified Financial Planners™. Topics may include:
- Retirement planning
- Savings and investments
- Optimising tax efficiency
- Gaining peace of mind about your family’s financial security
We will offer information and guidance on how you might improve your financial position. Please note, however, that these sessions do not include regulated investment advice.
Previous participants have told us that these sessions have helped them feel more confident about their finances, reduced anxiety and stress around money, and provided greater clarity for day-to-day financial decision-making.
How to book your free session
Our sessions can be held via Zoom or in person at our Boston Spa office and we expect them to last around 45 minutes to an hour
To book your session, please email clientservice@berryandoak.com with the following details:
- Your name
- Contact information
- A brief overview of what you would like to achieve from the session
Providing this information in advance will help us tailor the session to your objectives.*
Stay connected
Throughout the week, we’ll be sharing practical financial planning tips across our social media channels. Follow us and join the conversation using the hashtag #FPWUK.
You may also find our article “What is the Difference Between Financial Planning and Financial Advice?” helpful if you’d like to gain further insight. Let’s make the most of Financial Planning Week 2026. With so much still changing in the world around us, it’s a great time to pause, reflect, and focus on building a more secure financial future.
*You voluntarily choose to provide personal details when contacting us. These details will be treated as confidential and held in accordance with the Data Protection Act 2018. By providing your information, you agree that it may be used to offer you details of services and products via email, phone, or in writing.