Latest News

Mazars to offer free advice in financial planning week

Posted: 05/05/17 by triad

International accountancy and advisory firm, Mazars, has announced that it will be offering consumers free financial planning during this year’s Financial Planning Week (8 – 12 May). Throughout the week, Mazars will help encourage individuals to plan for achievable life goals and boost the UK’s ‘financial fitness’.

Hosted by the Chartered Institute for Securities and Investment (CISI), the UK-wide annual event highlights the importance of having a financial plan in place.

The week will feature a series of one hour drop-in surgeries for people to discuss their personal finances with a CISI Certified Financial Planning professional free of charge. Mazars has taken part in this initiative for five years and hopes to build on last year’s successes and help even more people, from all walks of life, plan for the future.

Mazars Financial Planning Partner Lorraine Olley said: “We are proud to support this initiative and would urge more firms to be involved so even more people can be reached. Financial planning is something that should be on everyone’s radar. From those looking to invest their money, to those looking for help with pensions or looking to finance their children’s education, there really is no limit to those who would benefit from a simple finance plan.

She added: “Financial planning is different to “financial advice” as it helps people to organise their money to achieve specific life goals, whereas “financial advice” focuses more on financial products.

“Last year, we conducted our own consumer research into what people considered to be ‘success’ in life. The results suggested that most people have a good idea of what constitutes success for them, yet only 28 per cent have a plan in place to help achieve those goals.”

“I would urge everyone to use this week as the prime opportunity to assess their finances and plan for the future,” she concluded. “Some careful financial planning really can help you reach your goals and isn’t as hard as many think. However much you earn, do not risk leaving your finances to chance.”

Throughout the week the Mazars teams at their offices nationwide will be sharing their top tips for how people can successfully plan for the future.

Jacqueline Lockie, Deputy Head of Financial Planning at the not-for-profit CISI, said: “Financial planning is a relationship-based process, which aims to help everyone, no matter what their age or financial circumstances. It allows those with money to plan their spending and saving wisely, but also those without, to work with a qualified CFPTM or CISI professional who can support them in reaching their financial goals. Financial planners do not just work with wealthy individuals,”

Last year, the event helped over 500 consumers with their financial planning issues and this year those wishing to participate will again be able to book in their one hour consultation in advance. Visit www.mazars.co.uk/FPW to find your nearest Mazars Financial Planner.

Find out more about Financial Planning Week on the CISI website – www.cisi.org/fpweek

Back to Latest News

World Pay Logo