Dronfield-based financial planners, Belmayne, are offering free initial consultations with their experienced advisers to mark UK Financial Planning Week.
Local residents are invited to book face to face, online or telephone appointments during the week commencing October 3 to learn more about the importance of investing in their future.
The independent firm is supporting the national initiative to dispel myths around financial planning and encourage conversations about money. It will also be publishing a series of daily blogs, tackling common issues affecting consumer decisions about pensions and investments.
Run by the not-for-profit Chartered Institute for Securities and Investments (CISI), Financial Planning Week aims to help consumers build confidence, combat stress and anxiety and deal with the challenges that surround financial decisions.
Belmayne partner, Martin Birch, said: “When household finances are stretched to breaking point, many of us put retirement plans on the backburner. However, laying the foundations early is the only way to reach your life goals. We want to encourage consumers to learn as much as they can about the benefits of financial planning and consider their particular circumstances in more detail. Meeting with an independent planner is the best way to start a conversation about the future and the results could be life-changing.”
Sally Plant, CISI assistant director, financial planning and education development, added: “It has never been more important to get the message out – that financial literacy is an important tool for life, and financial planning is an essential part of wellbeing and mental fitness. Financial Planning Week helps raise awareness about the role of qualified financial planners in helping people from all walks of life, and all ages – and importantly, not just the wealthy – to think ahead and plan for the future.”
