Financial Planning Week 2020

Financial Planning Week is an exciting initiative that is running from 5-11th October 2020.  During the week Financial Planning firms across the country will be offering their services and advice on a range of Financial Planning areas free of charge. 

At BFP we are offering free one-hour sessions with our Financial Planners.  Spaces are filling up fast so, if you would like to take advantage of this opportunity and book a slot, please follow this link https://calendly.com/kericarter/financial-planning-week-personal-planning-session .

Keep following our social media pages during the week to see our new video series and links to useful information on key areas of financial planning. 

We have also produced some useful information sheets on the following:

·       Estate Planning

·       Wills

·       Lasting Powers of Attorney

·       Second properties

To claim your free pdf, fill in the “Get in touch “ request at the bottom of our home page on our website and state in the message section which pdf you would like.

Webinars

The CISI will be hosting a series of webinars during Financial Planning Week.  To register for them see the details below:

Family Budgeting for Grown Up Children - 5th October 2020 10.30 - 11.30am

Click here to register

The Importance of protecting your financial plan - 9th October 2020 09.00 - 09.45am

Click here to register 

Planning for a better life - 8th October 2020 12.30-1.00pm

Click here to register 

The CISI have collated a host of articles that cover subjects such as how to save money on bills to saving for your children’s future.  Here are a few of the articles available below:

·       Guide to early repayment charges on Equity Release 

·       Summary of State benefits and care costs 

·       Managing your money during difficult times 

·       How to save money on bills 

·       5 habits to help build a prosperous future 

·       Inheritance Tax 

·       Saving for your children’s future 

·       Spring Clean your finances – 5 top tips

·       20 thoughts that will take the fear out of Financial Planning 

·       How to get support if you are experiencing a change in income 

If you have any queries about any of the above please do not hesitate to contact us.

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Balancing your expenses in times of crisis

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September Cash Recommendations Report