Dozens of free surgeries confirmed for Financial Planning Week
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 This email address is being protected from spambots. You need JavaScript enabled to view it.
• *Jessop Financial Planning, Sheffield. For bookings, email: This email address is being protected from spambots. You need JavaScript enabled to view it.
• LEBC group, Leeds. For bookings email This email address is being protected from spambots. You need JavaScript enabled to view it.
• * Mazars Financial Planning Various locations. For details contact This email address is being protected from spambots. You need JavaScript enabled to view it.
• Roger W Williams Financial Planning Ltd, Leeds. For bookings email This email address is being protected from spambots. You need JavaScript enabled to view it.
North West:
• Freedom Financial Planning, New Mills, High Peak. For bookings email Andy Nevett This email address is being protected from spambots. You need JavaScript enabled to view it.
• Kellands (Hale) Ltd, Cheshire. For bookings, email This email address is being protected from spambots. You need JavaScript enabled to view it.
• *Mazars Financial Planning Various locations: For details contact This email address is being protected from spambots. You need JavaScript enabled to view it.
• OHFS Limited, Hull and Bradford. For bookings, email This email address is being protected from spambots. You need JavaScript enabled to view it.
• Questa Chartered, Blackpool. For bookings, email: This email address is being protected from spambots. You need JavaScript enabled to view it.
• *Smart Financial (Skype or FaceTime consultations only), Altrincham. For bookings, email: This email address is being protected from spambots. You need JavaScript enabled to view it.
Midlands / Central:
• *Adrian Smith & Partners Ltd, Coventry. For bookings, email: This email address is being protected from spambots. You need JavaScript enabled to view it.
• Ashlea Financial Planning, Cheltenham. For bookings email This email address is being protected from spambots. You need JavaScript enabled to view it.
• Beacon Wealth Management Cambridge. Contact: This email address is being protected from spambots. You need JavaScript enabled to view it.
• *Chesterton House Loughborough. Contact This email address is being protected from spambots. You need JavaScript enabled to view it.
• Common Sense Financial Planning Ltd, Tamworth. For bookings, email: This email address is being protected from spambots. You need JavaScript enabled to view it.
• *Donald Wealth Management, West Midlands. For bookings, email: This email address is being protected from spambots. You need JavaScript enabled to view it.
• Expert Wealth Management, Witney. For bookings, email: This email address is being protected from spambots. You need JavaScript enabled to view it.
• *Fiscal Engineers Ltd, Nottingham. For bookings, email: This email address is being protected from spambots. You need JavaScript enabled to view it.
• *Hannay Robertson Financial Planning, Cambridge. For bookings, email: This email address is being protected from spambots. You need JavaScript enabled to view it.
• Lehmann Financial Management, Stafford: Contact This email address is being protected from spambots. You need JavaScript enabled to view it.
• *Mazars Financial Planning Various locations contact This email address is being protected from spambots. You need JavaScript enabled to view it.
• Money Wise IFA Ltd, Cambridge. For bookings, email: This email address is being protected from spambots. You need JavaScript enabled to view it.
• SN Financial Services, Droitwich. For bookings email This email address is being protected from spambots. You need JavaScript enabled to view it.
• The Investment Coach Limited, Wellingborough. For bookings, email: This email address is being protected from spambots. You need JavaScript enabled to view it.
• *Wealth Matters, Luton. For bookings email This email address is being protected from spambots. You need JavaScript enabled to view it.
South East:
• Adidi Wealth Ltd, London. For bookings, call: 020 7060 0700
• * Bloomsbury True Wealth, London. For bookings email Elaine McErlean at This email address is being protected from spambots. You need JavaScript enabled to view it.
• Cansdales Ltd, Little Chalfont. For bookings, email This email address is being protected from spambots. You need JavaScript enabled to view it.
• Clearwater Wealth Management LLP, High Wycombe. For bookings, email: This email address is being protected from spambots. You need JavaScript enabled to view it.
• Copthorne Financial Services Ltd, Great Missenden, Bucks. For bookings, email: This email address is being protected from spambots. You need JavaScript enabled to view it.
• * Gem and Co Wimbledon; for bookings contact This email address is being protected from spambots. You need JavaScript enabled to view it.
• Jane Smith Financial Planning Ltd, Milton Keynes. For bookings, email: This email address is being protected from spambots. You need JavaScript enabled to view it.
• Juno Wealth Management, Sussex. For bookings email: This email address is being protected from spambots. You need JavaScript enabled to view it.
• *KMD Private Wealth Management, Essex. For bookings email This email address is being protected from spambots. You need JavaScript enabled to view it.
• Lubbock Fine Wealth Management llp, London. For bookings, email: This email address is being protected from spambots. You need JavaScript enabled to view it.
• *Mazars Financial Planning. Various locations. For details contact This email address is being protected from spambots. You need JavaScript enabled to view it.
• *Perceptive Planning Ltd. Central London. For bookings email: This email address is being protected from spambots. You need JavaScript enabled to view it.
• True Potential Wealth Management LLP, Southend-on-Sea. For bookings, email: This email address is being protected from spambots. You need JavaScript enabled to view it.
• *UNIQ Family Wealth, London. For bookings, email: This email address is being protected from spambots. You need JavaScript enabled to view it.
South West:
• Close Brothers Asset Management, Bristol. For bookings, email: This email address is being protected from spambots. You need JavaScript enabled to view it.
• Epoch Wealth Management, Bath. For bookings contact Markas Gilmartin This email address is being protected from spambots. You need JavaScript enabled to view it.
• Hart Financial Management, Salisbury. For bookings email Karl Smith This email address is being protected from spambots. You need JavaScript enabled to view it.
• In Partnership Financial Design Ltd, Southampton. For bookings, email: This email address is being protected from spambots. You need JavaScript enabled to view it.
• * Mazars Financial Planning Various locations: For details and bookings contact This email address is being protected from spambots. You need JavaScript enabled to view it.
• * MFP Wealth Management, Christchurch For details and bookings contact This email address is being protected from spambots. You need JavaScript enabled to view it.
Scotland:
• Affluent Financial Planning Ltd, Paisley. For bookings, email: This email address is being protected from spambots. You need JavaScript enabled to view it.
• *Carbon Financial Partners Edinburgh, Perth, Aberdeen. For bookings, email This email address is being protected from spambots. You need JavaScript enabled to view it.
• *Forty Two Financial Planning, Glasgow. For bookings, email: This email address is being protected from spambots. You need JavaScript enabled to view it.
• Kelvin Financial Planning, Glasgow. For bookings email This email address is being protected from spambots. You need JavaScript enabled to view it.
• *Mazars Financial Planning Various locations: For details and bookings contact This email address is being protected from spambots. You need JavaScript enabled to view it.
• John Roddick & Sons, Annan. For bookings, email: This email address is being protected from spambots. You need JavaScript enabled to view it.
Wales:
• D.J Lawrence and Associates, Gwynedd. For bookings email This email address is being protected from spambots. You need JavaScript enabled to view it.
• *Heron House Financial Management, Newport. For bookings email This email address is being protected from spambots. You need JavaScript enabled to view it.
• *Penguin, Cardiff. For bookings, email: This email address is being protected from spambots. You need JavaScript enabled to view it.
• Future Asset Management LLP, Bridgend. For bookings, email: This email address is being protected from spambots. You need JavaScript enabled to view it.
• *UNIQ Family Wealth, Cardiff. For bookings, email: This email address is being protected from spambots. You need JavaScript enabled to view it.
• Cosgrove Brown Financial Planning Ltd, Swansea. For bookings, email: This email address is being protected from spambots. You need JavaScript enabled to view it.
Northern Ireland:
* Gibson Financial Planning, Coleraine; For bookings email This email address is being protected from spambots. You need JavaScript enabled to view it.
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