From 26 January to 1 February 2026, Expert Wealth Management are excited to support Financial Planning Week, a national campaign dedicated to helping people take control of their financial future. To celebrate, we’re offering free one-hour financial planning surgeries — a fantastic opportunity to get expert guidance and start building the future you want.
Why take part?
Financial Planning Week is led by the Chartered Institute for Securities and Investment (CISI) and supported by leading Accredited Financial Planning Firms across the UK. As a proud CISI Chartered and Accredited Financial Planning Firm, Expert Wealth Management are committed to helping people make confident, informed decisions with their money.
This initiative is all about empowering you to take positive steps toward your life goals — whether that’s retiring comfortably, growing your wealth, or simply feeling more in control of your finances.
What’s included in your free session?
You’ll spend an hour with one of our Certified Financial Planners, who will help you explore ways to strengthen your financial position. You can ask questions and receive practical guidance on topics such as:
- Retirement planning
- Savings & investments
- Tax-efficient strategies
- Protecting your family’s financial security
You’ll leave with increased clarity, confidence and clear actions to support your financial wellbeing. Please note: these sessions provide guidance, not regulated investment advice.
Ready to book your session?
Choose a format that suits you — call us on (01993) 772467 or meet with us in person at our office. To book, simply email advice@expertwealth.co.uk with:
- Your name
- Your contact details
- What you’d like to get from the session
This helps us tailor your experience to your goals and make the most of your hour.
Let’s make 2026 the year you take control of your financial future. Places are limited, so don’t miss out!
Book your free session today and start your journey to clarity, confidence and peace of mind with Expert Wealth Management.
