Churchgates, a unique and powerful combination of accountants, solicitors, tax advisers, investment managers, and financial planners, is proud to participate in the UK Financial Planning Week 2024 from 22nd to 28th January. This initiative, driven by the Chartered Institute of Securities and Investments (CISI), aims to highlight the significance of sound financial planning for individuals from all walks of life.
The significance of professional financial planning advice is underscored by recent research from the CISI and the Financial Planning Standards Board. In 2023, findings revealed that individuals who consult a financial planner not only report enhanced quality of life (70% advised vs 66% unadvised) but also exhibit greater financial confidence (79% advised vs 69% unadvised) and satisfaction (81% advised vs 76% unadvised) compared to those who do not seek such advice.
Samuel Jackson, a director at Churchgates, emphasises the challenges of the current economic landscape: “With the rising cost of living, higher interest rates, and potential tax changes in the coming UK general election, professionally assisted financial planning has never been so important. A little guidance can go a long way in turning uncertainty into clear, confident strategies.”
In support of this nationwide campaign, Churchgates is hosting a unique event – a walk-in financial planning surgery – on Wednesday, 24th January, from 08.30 am to 10.30 am, at their offices at 18 Langton Place, Bury St Edmunds, IP33 1NE. This initiative provides a rare opportunity for the community to engage in ‘informal’ yet insightful discussions with experienced financial planners. Accompanying the consultations are delicious pastries, courtesy of the local Woosters Bakery, ensuring a welcoming and comfortable atmosphere for all attendees.
Throughout the Financial Planning Week, Churchgates will also release a series of informative articles on their social media platforms. Each day, a new article will delve into financial planning needs at different life stages, covering topics such as starting a family, buying a house, running a business, selling a business, and planning for retirement. These articles are designed to provide valuable insights and practical tips for effective financial management.
Churchgates encourages the public to follow their social media channels for these daily releases, offering a wealth of knowledge for anyone looking to enhance their financial well-being. The firm’s comprehensive approach to financial advice, tailored to individual needs and aspirations, reflects its commitment to empowering clients through informed decision-making.
The community is warmly invited to participate in the walk-in session on Wednesday, 24th January, to discuss their financial planning needs in a relaxed and supportive environment. The initiative underscores Churchgates’ dedication to making expert financial guidance accessible to everyone, helping individuals navigate the complexities of the financial world with confidence and ease.
