Carbon Financial Partners recently took part in Financial Planning Week which commenced on the 6th June. The Financial Planning Week is an annual nationwide campaign launched by the Chartered Institute of Securities and Investments (CISI) to help improve the UK’s financial fitness by encouraging consumers to sign up for free financial advice sessions.
These free sessions were being offered by the CISI Certified Financial Planner professionals, Chartered Wealth Managers and CISI Accredited Financial Planning Firms throughout the UK. As an Accredited Financial Planning Firm, Carbon Financial Partners was delighted to be part of this very worthwhile programme. During the week-long event, Carbon had nine enquiries which resulted in five meetings across their three offices, aptly demonstrating the growing interest in professional financial planning.
If you would like to discuss your financial planning options, please contact us with any questions you might have. You can do this by calling our head office on 0131 220 0000, or by emailing us at firstname.lastname@example.org. or you can also follow us on Facebook, Twitter or LinkedIn.