Montage signs up for CISI Financial Planning Week!

By September 16, 2020News

UK consumers nationwide are being offered free personal financial planning sessions by financial planners including CERTIFIED FINANCIAL PLANNERTM (CFP TM) professionals. The aim is to give everyone a helping hand to achieve financial wellbeing, resilience and life goal planning, which this year is more important than ever with the backdrop of the global pandemic.

Montage Wealth Management is delighted to be supporting the Chartered Institute for Securities & Investment’s (CISI) Financial Planning Week and will be holding free, one hour consultations which can be booked with Montage in advance, and during the week commencing 5 October, via enquiries@montagewealth.co.uk or by calling 01245 50 60 10.

The annual campaign, organised by the not-for profit professional body the CISI, is a national initiative to help improve the financial fitness of the UK public.

Peter Montague, Montage CEO, said: “We have always been passionate advocates of the value of Financial Planning and the benefits of being in control of your financial future has never been more apparent than it has in 2020 with everything going on in the world.”

Jacqueline Lockie, Chartered FCSI, CISI’s Head of Financial Planning said: “Our financial planner professionals are particularly conscious this year how many families across the nation will have had their lives impacted by Covid-19, either through  illness, bereavement, facing unemployment or other challenging job situations. Financial Planning Week will be an opportunity for UK consumers to arrange some free, professional financial guidance sessions, to allow our planners to offer a steadying hand and help them plan for their financial future.”

During Financial Planning Week, financial planners and their firms will be:

  • Offering free consultation surgeries, via video call (Skype, Microsoft Teams, or Zoom) or over the phone for members of the public
  • Opportunities for consumers to “Ask a Planner” a question in online sessions or offer written responses to individuals’ queries
  • Providing talks to local schools across the country to share the merits of the financial planning profession as a career
  • Sharing their articles, guides and case studies on cisi.org/FPWeek
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