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Financial Planning Week

We are 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 in advance, and during the week commencing 5th October.​

Can you imagine not having to worry about money? Can you imagine having it all planned out so that you know that your current and future financial goals are met? So that you can live your life knowing that your money is working hard to benefit you, without you having to put so much effort in to manage it?

Financial planning does exactly that. It's about figuring out what you want from life, and making sure your finances can get you there, as well as planning for the important parts of your life like investing for your future, reducing debt, retirement planning and more.

The annual Financial Planning Week is all about raising awareness of how financial planning can change your life and help you achieve your goals. Here's how we're taking part, and you can too. 

Watch | The Seven Stages Of Money Maturity Webinar

Andy Jervis, our Chairman and an experienced Certified Financial Planner, delivered a webinar on "A Framework for Financial Freedom". Andy described some of the people who have influenced his financial planning career, with particular reference to the work of George Kinder and his renowned book, "The Seven Stages of Money Maturity". To learn more about the Seven Stages you can read Andy's article about this inspiring process here


Watch | What Is This Financial Planning Thing Anyway?

As part of our contribution to Financial Planning Week 2020, Jenny asked Dave Jones, a Chartered Financial Planner and Head of Financial Planning at Chesterton House, to explain the process involved in creating and implementing a Plan, what people can expect when they engage a Planner to act for them, and what difference having a Plan can make to your money and your life.

Read | A Framework For

Financial Freedom

From 5th to 11th October Chesterton House will be supporting Financial Planning Week, a worldwide event to celebrate and promote the benefits of sound financial planning. As a contribution towards the week's activities, our Chairman Andy Jervis reflects on the work of one of the world's leading visionaries in this hugely important vocation, George Kinder.


Download | Guides On Financial Planning 

The hosts of Financial Planning Week, the CISI, have provided some guides on financial planning for those are are employed, self-employed or running a business.During this unprecedented time - this guide aims to help you think about your finances by highlighting the important factors that our community of leading Certified Financial Planner™ professionals think you should look at during this uncertain and challenging time. 

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Financial Planning Week is hosted by the Chartered Institute for Securities & Investment’s (CISI). Find out more about the CISI and discover a wealth of resources about Financial Planning on their website here