Coronavirus Update


Whitechurch Blog: CISI Financial Planning Week 2020

16th September 2020


 Refer a friend or relative and you could both recieve £100 in vouchers!

Consumers across the UK encouraged to sign up for free, professional personal finance sessions in CISI’s Financial Planning Week 5 – 11 October 2020


UK consumers nationwide are being offered free personal financial planning sessions by financial planners including CERTIFIED FINANCIAL PLANNERTM (CFP TM)professionals. The aim is to give everyone a helping hand to achieve financial wellbeing, resilience and life goal planning, which this year is more important than ever with the backdrop of the global pandemic

Whitechurch Financial Consultants is delighted to be supporting the Chartered Institute for Securities & Investment’s (CISI) Financial Planning Week and will be holding free, one hour consultations which can be booked with Whitechurch Financial Consultants in advance, and during the week commencing 5th of October, via or 0117 4521208.

The annual campaign, organised by the not-for profit professional body the CISI, is a national initiative to help improve the financial fitness of the UK public.

Consumers throughout the UK are being encouraged to think about how they feel towards their finances, the benefits financial planning provides and to take up the offer of a free session with a local qualified professional financial planner via by calling +44 20 7645 0777.

Nick Barratt, Whitechurch Lead Adviser, said: “Both our finances and the sustainability of our future has never been more important. At Whitechurch we can discuss your options to maximise your savings, limit the impacts of the Coronavirus, and provide opportunities to invest in green funds that support the health of our environmental and societal world.”

Jacqueline Lockie, Chartered FCSI, CISI’s Head of Financial Planning said: “Our financial planner professionals are particularly conscious this year how many families across the nation will have had their lives impacted by Covid-19, either through  illness, bereavement, facing unemployment or other challenging job situations. Financial Planning Week will be an opportunity for UK consumers to arrange some free, professional financial guidance sessions, to allow our planners to offer a steadying hand and help them plan for their financial future.”

During Financial Planning Week, financial planners and their firms will be:

  • Offering free consultation surgeries, via video call (Skype, Microsoft Teams, or Zoom) or over the phone for members of the public
  • Opportunities for consumers to “Ask a Planner” a question in online sessions or offer written responses to individuals’ queries
  • Providing talks to local schools across the country to share the merits of the financial planning profession as a career
  • Sharing their articles, guides and case studies on

To book in your free virtual advice session or webinars and further information on our involvement in Financial Planning Week contact or 0117 4521208.

Your free personal finance session can be used to discuss any financial topics you may be concerned about or interested in understanding more. You may also choose to have a discussion around one of our webinar topics where we will be presenting important subjects such as:

  • What is Financial Planning?
  • Ethical Investing
  • Inheritance Tax Planning
  • Receiving Inheritance
  • Autumn Fiscal Budget
  • The Value of Financial Advice
  • Benefits of Discretionary Fund Management
  • Coronavirus & tips for Employed, Self-Employed and Small Businesses


 Refer a friend or relative and you could both recieve £100 in vouchers!


About Chartered Institute for Securities & Investment  

The CISI’s mission is to help members attain, maintain and develop their knowledge and skills and to promote the highest standards of ethics and integrity in the securities and investment profession.

Based in the City of London, with origins in the London Stock Exchange, the CISI is a global organisation with representative offices in financial centres such as Barcelona, Colombo, Dubai, Dublin, Edinburgh, London, Manila, Mumbai and Nairobi. We work in close cooperation with regulators, firms and other professional bodies worldwide and over 40,000 examinations were sat in 81 countries in the last twelve months.  With 45,000 members in 111 countries the CISI is the professional body which sets examinations and offers qualifications for those working in or looking to establish a career in the financial planning, wealth management and capital markets profession