Financial Planing Week 2025

If you’ve ever found yourself with burning questions about your finances, Financial Planning Week is the perfect opportunity to get the guidance you need.

From 27 January – 2 February, the 2025 UK Financial Planning Week will take place. Run annually by the Chartered Institute for Securities & Investment (CISI), this initiative celebrates the life-changing benefits of financial planning and raises public awareness about financial literacy and money management.

At Strategic Wealth Partners, we’re thrilled to support Financial Planning Week by offering a complimentary consultation with our highly qualified financial planners. This is your chance to tackle pressing financial matters, whether they’re about budgeting, saving, investing, or planning for retirement.

Why Financial Planning Week Matters

The need for financial education and advice has never been greater. Households across the UK are grappling with the pressures of the cost-of-living crisis, with many struggling to budget effectively, save consistently, or invest wisely.

Research highlights the extent of the problem:

• A 2021 study by Freetrade found only 52% of Brits passed their financial literacy test, and 88% lacked confidence in their financial knowledge.

• A FinCap report revealed that 11.5 million people in the UK have less than £100 in savings, and nearly nine million are in serious debt.

As financial planners, we see these challenges first-hand, and Financial Planning Week is our chance to give back. By dedicating time and resources, we hope to empower individuals and families to make better financial decisions and build a brighter future.

What to Expect from Your Complimentary Financial Planning Session

During your consultation, we’ll take the time to understand your current financial position, identify your goals, and explore any questions or concerns you may have.

Guided by a structured agenda, we’ll cover key topics such as budgeting, investments, retirement planning, and other aspects of financial wellbeing. Our aim is to provide you with guidance and actionable steps to help you take control of your financial future.

A Community Effort

We know that small, local actions can create big changes. Financial Planning Week is a collective effort by financial planners across the UK to raise awareness of the life-changing value of financial planning. It’s our way of ensuring everyone has access to the tools and knowledge they need to secure their financial future.

Take the First Step Today

If you live in or around Kingston upon Thames, don’t miss this chance to gain valuable financial insights. Book your free consultation today, and let’s work together to ensure your financial future is secure.

You can schedule your session by calling us or by completing the contact information, below.

Let’s start turning your financial goals into reality.

Client Stories

"The trust and feeling of comfort has grown over the eight years since our first meeting."

"They are good listeners and make thoughtful recommendations that are relevant to what we are trying to accomplish in our lives."

"Working with them on my long-term financial plan has been a source of comfort since my husband's passing."

Our job is to make sure that every decision you make moves you closer to your goals.

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