Financial Planning Week, running from 26 January-1 February 2026, is a UK‑wide initiative that shines a light on the value of proper, holistic planning. It encourages people to pause, take stock of where they are financially, and set clear goals for where they’d like to be. Many firms use the week to offer helpful resources and free introductory conversations so the public can experience what real financial planning feels like in practice.

The campaign is run by the Chartered Institute for Securities & Investment (CISI), with the aim to raise awareness of the life‑changing benefits of financial planning and make informed money decisions more accessible for everyone.

We’re getting involved this year by inviting our clients’ friends and families to come and speak to us about how we might be able to help – whether someone needs a nudge to get started or reassurance that they’re on the right track. Expect friendly, jargon‑free chats focused on what’s most important to them, with clear next steps they can take away and put into action.

If you know someone who’d benefit from a straightforward conversation, please pass this on and encourage them to get in touch during Financial Planning Week. It’s a simple step that can make a real difference.

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Contact us now to find out how our Chartered financial planners can help. 

This article is for general information only and does not constitute advice. The information is aimed at retail clients only.

All information is correct at the time of writing and is subject to change in the future.