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Financial Planning Week: How advisers are getting involved


Advisers up and down the country are offering free surgeries and working with local and national media to help raise awareness of financial planning as part of a week-long national campaign.

Financial Planning Week, the Institute of Financial Planning’s annual consumer awareness campaign, kicks off on Sunday.

The initiative, now in its sixth year, aims to encourage consumers to take some simple steps to improve and take control of their finances, as well as raise the profile of the financial planning industry. 

A number of financial planning firms are offering drop-in sessions to the public for free as part of the campaign.

Steve Martin Smart 700 by 450
Smart Financial Planning managing director Steve Martin

Manchester-based Smart Financial is offering surgeries throughout next week, as well as producing a series of blogs and top 10 tips which it plans to share online and through social media.

Smart Financial managing director Steve Martin says: “There are still far too many people who do not understand the difference between financial planning and product-flogging nonsense.

“This is an opportunity for the financial planning community to work together, and to share its expertise and knowledge to help people across the UK become more financially fit and put financial planning on the map.”

County Durham-based Eldon Financial Planning is recording a series of radio broadcasts which will be aired daily on local radio station, Radio Teesdale.

Eldon chartered financial planner Joss Harwood says: “The recordings will chime with the Financial Planning Week ethos of making people more aware of their financial planning needs and where they can get information – from the Money Advice Service to how to find an financial adviser.

“We are also running financial planning surgeries, which are designed for people who might not normally have their finances reviewed. They can talk to us about anything they wish, from a pensions statement they do not understand to a question about tax.”

Mark Brownridge Mazars 700 by 450
Mazars chartered financial planner Mark Brownridge

National firm Mazars is writing articles for the consumer press, including The Sun newspaper.

Mazars chartered financial planner Mark Brownridge says: “We are keeping the message simple with things like checklists, such as five ways to invest more cheaply. This initiative is about spreading the word about financial planning.

“We have also made one of our planners in London available to take calls about any aspect of financial planning. It is a good opportunity for people to get advice without having to pay for it.”

Craig Palfrey Penguin 700 by 450
Penguin certified financial planner Craig Palfrey

Cardiff-based advice firm Penguin is also writing articles for the national press and has launched a website to help educate consumers on money matters.

Penguin certified financial planner Craig Palfrey says: “We are doing all we can to support Financial Planning Week.

“We are open for drop-in surgeries and have emailed all friends of the business to tell them this is available. We have also offered some key contacts of our business, including two accountancy firms, our services for half a day during the week.

“I hope Financial Planning Week will inspire and enable people from all walks of life to take a few simple and practical steps that will help them gain control of their finances.”

Other advice firms getting involved include Informed Choice, which is running an investment seminar at its local arts centre on Saturday and writing articles on money and investment tips for the consumer press.

Adviser ratings site is running a marketing campaign to encourage consumers to visit an adviser for a free health check. It will run a designated health check section on its website to put consumers in touch with IFAs offering surgeries. founder Adam Price says: “Many people are still not clear on the costs and benefits of financial advice.

“Financial Planning Week gives us, and our advisers, a great opportunity to work with major brands to spread the word about the excellent service offered by IFAs.”

The IFP is also running a number of initiatives, such as an ‘ask a planner’ facility on its website which allows consumers to get online answers to their money questions, and a Twitter discussion from 1-2pm on 29 November.

IFP chief executive Steve Gazzard says: “Financial planning is not just for the wealthy, it is for everyone. Our campaign aims to show this with a back to basics approach.”


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