Financial Planning Week 2026 — Take a Moment for Your Money and Your Life

Money is part of almost every decision we make, from day-to-day bills to long-term plans, yet it’s something many of us rarely stop to think about. Life is busy, and finances often take a back seat until something demands attention.

The Chartered Institute of Securities & Investments Financial Planning Week, running from Monday 26 January to Sunday 1 February, is a national initiative designed to give people a moment to pause, reflect, and take a closer look at their finances. The idea isn’t to make big decisions overnight or overhaul everything at once; it’s simply about gaining clarity, noticing what’s working, and spotting where a little planning could make life easier.

This year, the focus is on financial planning through life stages — making sure you have a plan that supports the life you want to live today, while preparing for tomorrow. It’s a reminder that planning isn’t just about the future; it’s about confidence and peace of mind in the present too.

At Chesterton House, we’re supporting Financial Planning Week in two ways:

• Sharing practical tips — throughout the week, we’ll post seven simple, practical tips to help you reflect on your finances and take small, achievable steps toward greater control. Follow our LinkedIn or Facebook page to follow along.

• Offering free financial planning clinics — no-obligation sessions with one of our qualified Financial Planners, booked during the week but held at a later date. A relaxed, supportive space to talk through your finances and get clarity.

Why Financial Planning Matters

Financial planning isn’t just for the wealthy or those nearing retirement. It’s about:

• Understanding where you are now

• Feeling confident about your choices

• Having a plan in place that adapts as life changes

When your finances are organised, you can reduce stress and focus on what really matters — family, health, work, and enjoying life. Small steps now can make the rest of your journey smoother.

Our Approach at Chesterton House

At Chesterton House, we believe financial wellbeing is about more than numbers. It’s about helping people feel organised, confident, and secure, with a clear plan that supports the life they want to live.

Our approach follows true Values Based Financial Planning, focusing on getting your entire financial house in order so that every part works together to support your life today and your plans for tomorrow.

Free Financial Planning Clinics

As part of Financial Planning Week, we’re offering free, no-obligation financial planning clinics with one of our qualified Financial Planners.

Here’s what to know:

• Clinics must be booked during Financial Planning Week (26 Jan–1 Feb)

• Appointments can take place at a later date that suits you

• No cost, no obligation

• To book, call 01509 610472 or click here to book directly and quote “Financial Planning Week” (add it to the box asking how you heard about us if booking online).

Please note: due to FCA regulations, the conversation will not include specific financial advice.

These clinics aren’t about being sold to or pressured. They’re a safe space to:

• review your financial situation

• ask questions

• think about next steps

For many people, simply having that conversation can bring clarity and confidence — and reduce financial stress.

Take the First Step Today

Financial Planning Week is an invitation to pause and reflect — to think about whether your finances are supporting the life you want to live.

It doesn’t require a perfect plan or all the answers. Just a small step like reading a tip, noticing where improvements can be made, or talking things through with one of our advisers, can start a journey toward greater clarity and confidence.

📞 Book your free, no-obligation financial planning clinic today: 01509 610472 (quote “Financial Planning Week”)

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FAQs

What is Financial Planning Week?

Financial Planning Week is a UK initiative by the CISI that encourages people to pause, reflect, and think about their finances. It’s about gaining clarity, reducing stress, and building confidence in money decisions.

Who runs Financial Planning Week?

The Chartered Institute for Securities & Investment (CISI) runs Financial Planning Week. They are the UK’s professional body for financial planners and investment professionals, promoting good financial practice and wellbeing.

How can Financial Planning Week help me?

It helps you understand your financial situation, consider your goals, and explore options. Even small actions, like reviewing a budget or talking to a planner, can reduce stress and increase confidence.

What is a financial planning clinic?

A financial planning clinic is a free, no-obligation session with a qualified Financial Planner. It’s a relaxed space to discuss finances, ask questions, and gain clarity — not a sales or advice session.

How do I book a free financial planning clinic?

Call 01509 610472 and quote “Financial Planning Week”. Clinics must be booked during 26 Jan–1 Feb but can take place at a later date.

Will the clinic include financial advice?

No. Due to FCA regulations, the free clinic does not provide specific financial advice. It’s a conversation to help you understand your options and next steps.

Is Financial Planning Week only for people near retirement?

No. Financial planning is valuable at any life stage. The week encourages everyone to think about their finances, whatever their current situation or wealth.