Financial Planning Week Money Talk

Next week is Financial Planning Week and UK consumers nationwide are being offered free financial planning sessions by CISI Certified Financial Planners. The aim is to give everyone a helping hand in achieving financial wellbeing, resilience and life goal planning.  To contribute to this Warren Shute CFP will be holding a free talk at the Lydiard Millicent Village Hall.

The annual campaign is organised by the-not-for profit professional body the Chartered Institute for Securities & Investment (CISI). It is a national initiative to help improve the financial fitness of the UK public, while highlighting the fact that Certified Financial Planners represent the pinnacle of professionalism for their knowledge, skills, and integrity.

Warren is one of the UK’s leading financial planners, radio presenter and author of the best selling personal finance book The Money Plan.  His firm Lexington Wealth Management is a local multi-award winning financial planning practice and he will be sharing his ideas and advice on how to make better decisions with your money.

Here are a few things Warren may cover:-

  • Do you have a clear plan of what your future looks like? not only financially, but actual goals you would like to achieve. Would it be helpful if you did?

  • Do you sometimes feel unorganised with your finances and want to learn how to manage money better?

  • Are you unsure when you can retire?

  • Are you confused about how and where you should be saving money for the future?

  • Would it be helpful to know a way to make your financial decisions automatic?

  • If you are struggling with debt management, did you know there is a proven system to accelerate the repayment of your debts?

  • Have you arranged your will and lasting powers of attorney’s?

We very much hope you are able to make the free presentation;

Venue: Lydiard Millient Village Hall, Church Place, Lydiard Millicent, Wiltshire, SN5 3LS

Date: Thursday 10th October 2019

Time: 11.30am – 12.30pm

Price: Free (and definitely no sales pitch!)

Anyone is welcome, however, if you would like to attend please email to secure your space.