Free Financial Planning Surgery – Financial Planning Week – 08-12th May, 2017

Free Financial Planning Surgeries – Financial Planning Week – 08-12th May, 2017

Kelvin Financial planning are hosting free financial planning drop in sessions in support of Financial Planning Week 2017.

The sessions are available either in person, or via Skype.

These introductory sessions are totally free!

The purpose of the sessions is to help you answer the following (typical) questions-

  1. When can you afford to retire?
  2. Are you on track for a comfortable retirement?
  3. How much money is enough?

Our aim is to help you understand the factors you need to take into consideration to achieve financial independence. If there is any financial shortfall and you wish to become a client, we will help you by putting a plan in place to work towards achieving your financial goals.

To take up the offer of a free financial planning session, please email and a time will be arranged.


Financial Planning Week 2017 – Supported by Chartered Institute for Securities & Investment (CISI)

The CISI say

“Your chance to get an expert opinion on your financial needs

During financial planning week, you can book free appointments with a professional financial planner to discuss your personal situation – with no strings attached. You can also review tips and tools and learn more about how true financial planning can be a life changing experience. Some of the firms which will take part in this week will be Accredited Financial Planning FirmsTM. These are firms which have been assessed by CISI as being committed to the highest professional standards. Most other firms listed are represented by CFPTM professionals. These are individuals who represent the leaders in the financial planning profession. You can be confident that you will receive expert financial planning help from Accredited Financial Planning Firms TM and from CFPTM professionals.”

This entry was posted in Uncategorized. Bookmark the permalink.

Leave a Reply

Your email address will not be published. Required fields are marked *