The boosst team are delighted to support and promote Financial Planning Week once again, an annual initiative launched by the CISI, our professional body.
As one of the CISI’s Accredited Financial Planning Firms, we are keen to promote this initiative and spread the reach of financial planning.
The key aim of Financial Planning Week is to give consumers a foundation knowledge of financial planning and to understand what the financial planning process looks and feels like. Those who take part will have the opportunity to ask questions, gain information and receive guidance on how they can improve their financial situation. With this initial knowledge, it is hoped that consumers can springboard onwards and take practical financial planning steps themselves with greater confidence.
Last years feedback was overwhelmingly positive, with 100% of the people that met us saying that they enjoyed the experience and would recommend it to others.
Whilst we will not be providing regulated investment advice, by choosing to meet us, you will;
- Be able to share your information with us in advance, to inform and direct our time together
- Be given a forum to discuss any financial concerns you have, such as Inheritance Tax, funding school fees, building your savings for retirement etc
- Leave with an improved understanding of financial planning and the financial planning process
- Have the opportunity to share feedback with us
We are offering free one hour sessions online using Zoom. To arrange a 60 minute session, please contact us at hello@boosst.financial. We encourage you to share a brief overview of what you wish to achieve from our time together, so that we can tailor the session to meet your objectives.
