Financial Planning Week

Free personal fi nancial planning sessions during CISI Financial Planning Week 11th - 17th October #FPWUK #Planwell2livewell Affl uent Financial Planning 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 Affl uent Financial Planning in advance, for week commencing 11th October, via: crm@affl uentfp.co.uk or 01505 595060. The annual campaign, organised by the-not-for profi t professional body the CISI, is a national initiative to help improve the fi nancial fi tness of the UK public, while highlighting the fact that CFPTM practitioners represent the pinnacle of professionalism for their knowledge, skills and integrity. The free, one-hour money management sessions will offer a chance for members of the public to have a one-to-one meeting with a qualifi ed CFPTM professional, who begin by working through an individual’s life goals then help plan how to achieve them. Contact Affl uent FP now to book your free meeting!

National Financial Award Nomination

Affl uent FP provides advice on fi nal salary pension transfers via the Pension Transfer Solutions trading style of the business. Pension Transfer Solutions has once again been shortlisted in the MoneyAge Awards 2021 Financial Adviser Firm: Micro Firm of the Year for the quality of advice and service it provides to consumers seeking pension transfer advice.

Affl uent Financial Planning is delighted to announce that their Community Fund has awarded £1,500 to the 1st Bridge of Weir Scout Group. This money will be used to purchase 14 all season hammocks for 2 scout leaders and 12 children for all weather camping trips. This charitable grant from the Affl uent Community Fund means that, in addition to the Scout Group awarding Zodiac bronze and silver awards, they can now award Zodiac Gold and Platinum awards too. Affl uent F.P. Is delighted to support such a worthy group, and to give back to the local community.

If you know of a local community group or small charity, please encourage them to apply for a grant from the Affl uent Community Fund - details can be found on their website at https://www.affl uentfp. co.uk/community-fund