Dozens of Financial Planning firms have signed up to provide free surgeries to members of the public, with just days to go before the profession's biggest week of the year.
Sunday marks the beginning of Financial Planning Week, the IFP's drive to raise awareness among the general population. As of yesterday evening 59 free Financial Planning surgeries for the general public were confirmed.
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Sue Whitbread, IFP communications director, said: "We are thrilled so many firms are offering free Financial Planning surgeries this year and the number is set to grow.
"We're particularly pleased to have near-national coverage from firms such as Mazars. Any more firms wishing to take part can get in touch for details."
IFP President Rebecca Taylor CFPCM said: "This is our big chance to get out and shout about the power of Financial Planning and encourage the general public to see for themselves what we can do for them.
"There is only so much that the IFP team in Bristol and our Financial Planning Week public relations agency Holt PR can do without support from us, the IFP members.
"If you haven't already thought about getting involved there's still time and I urge you to do so.
"The more of us that give a little bit of our time and expertise the greater the impact. There are lots of ways to do it, most of which are simple – and fun too."
The following free Financial Planning surgeries have been confirmed:
North East:
• Grainger Financial Planning Ltd, Sunderland. For bookings, email
• *Jessop Financial Planning, Sheffield. For bookings, email:
• LEBC group, Leeds. For bookings email
• * Mazars Financial Planning Various locations. For details contact
• Roger W Williams Financial Planning Ltd, Leeds. For bookings email
North West:
• Freedom Financial Planning, New Mills, High Peak. For bookings email Andy Nevett
• Kellands (Hale) Ltd, Cheshire. For bookings, email
• *Mazars Financial Planning Various locations: For details contact
• OHFS Limited, Hull and Bradford. For bookings, email
• Questa Chartered, Blackpool. For bookings, email:
• *Smart Financial (Skype or FaceTime consultations only), Altrincham. For bookings, email:
Midlands / Central:
• *Adrian Smith & Partners Ltd, Coventry. For bookings, email:
• Ashlea Financial Planning, Cheltenham. For bookings email
• Beacon Wealth Management Cambridge. Contact:
• *Chesterton House Loughborough. Contact
• Common Sense Financial Planning Ltd, Tamworth. For bookings, email:
• *Donald Wealth Management, West Midlands. For bookings, email:
• Expert Wealth Management, Witney. For bookings, email:
• *Fiscal Engineers Ltd, Nottingham. For bookings, email:
• *Hannay Robertson Financial Planning, Cambridge. For bookings, email:
• Lehmann Financial Management, Stafford: Contact
• *Mazars Financial Planning Various locations contact
• Money Wise IFA Ltd, Cambridge. For bookings, email:
• SN Financial Services, Droitwich. For bookings email
• The Investment Coach Limited, Wellingborough. For bookings, email:
• *Wealth Matters, Luton. For bookings email
South East:
• Adidi Wealth Ltd, London. For bookings, call: 020 7060 0700
• * Bloomsbury True Wealth, London. For bookings email Elaine McErlean at
• Cansdales Ltd, Little Chalfont. For bookings, email
• Clearwater Wealth Management LLP, High Wycombe. For bookings, email:
• Copthorne Financial Services Ltd, Great Missenden, Bucks. For bookings, email:
• * Gem and Co Wimbledon; for bookings contact
• Jane Smith Financial Planning Ltd, Milton Keynes. For bookings, email:
• Juno Wealth Management, Sussex. For bookings email:
• *KMD Private Wealth Management, Essex. For bookings email
• Lubbock Fine Wealth Management llp, London. For bookings, email:
• *Mazars Financial Planning. Various locations. For details contact
• *Perceptive Planning Ltd. Central London. For bookings email:
• True Potential Wealth Management LLP, Southend-on-Sea. For bookings, email:
• *UNIQ Family Wealth, London. For bookings, email:
South West:
• Close Brothers Asset Management, Bristol. For bookings, email:
• Epoch Wealth Management, Bath. For bookings contact Markas Gilmartin
• Hart Financial Management, Salisbury. For bookings email Karl Smith
• In Partnership Financial Design Ltd, Southampton. For bookings, email:
• * Mazars Financial Planning Various locations: For details and bookings contact
• * MFP Wealth Management, Christchurch For details and bookings contact
Scotland:
• Affluent Financial Planning Ltd, Paisley. For bookings, email:
• *Carbon Financial Partners Edinburgh, Perth, Aberdeen. For bookings, email
• *Forty Two Financial Planning, Glasgow. For bookings, email:
• Kelvin Financial Planning, Glasgow. For bookings email
• *Mazars Financial Planning Various locations: For details and bookings contact
• John Roddick & Sons, Annan. For bookings, email:
Wales:
• D.J Lawrence and Associates, Gwynedd. For bookings email
• *Heron House Financial Management, Newport. For bookings email
• *Penguin, Cardiff. For bookings, email:
• Future Asset Management LLP, Bridgend. For bookings, email:
• *UNIQ Family Wealth, Cardiff. For bookings, email:
• Cosgrove Brown Financial Planning Ltd, Swansea. For bookings, email:
Northern Ireland:
* Gibson Financial Planning, Coleraine; For bookings email
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