Montfort is thrilled to support the Chartered Institute of Securities & Investment’s Financial Planning Week, taking place 3rd – 10th October 2018.

The annual initiative, by one of the country’s largest and most-widely respected professional bodies, within the securities and investments sector, aims to improve the financial fitness of the UK public while further facilitate the nation’s financial wellbeing, resilience and life goal planning.

Financial Planning Week will further bring together CISI Certified Financial Planner professionals with the wider public; highlighting the expertise of such practitioners as the pinnacle of professionalism for their skills, integrity and knowledge.

A number of participating firms around the country will offer free, one-hour consultations with leading CISI Certified Financial Planner professionals, which can be booked throughout the week of the campaign. The consultations will entail Certified Financial Planners to discuss an individual’s financial situation to work through their life goals and subsequently assist in planning on how to achieve them.

As one of the UK’s leading Certified Financial Planners and Montfort head of financial planning, Eugen Neagu, will represent Montfort throughout this campaign to meet individuals or perform consultations by phone, Skype or email.

Eugen Neagu is industry renowned as a leading skilled investor who puts ‘margin of safety’ principles for clients first. With an analytical and mathematical background, Eugen’s expertise and passion for financial planning and delivering investment solutions suited to individual needs is unmatched. Eugen holds both the Diploma in Financial Planning and the Investment Advice Diploma. Eugen has also achieved the Advanced paper in Retirement Planning (AF3), allowing him to provide occupational pension transfer advice. Eugen is also a Chartered Financial Planner, Certified Financial Planner and a fellow of the Personal Finance Society.

Montfort is also delighted to be one of the only cross-border specialists to participate in this initiative, further highlighting Montfort’s niche services and expertise surrounding global financial planning and its associated complexities.

In addition to the one-to-one surgeries with qualified Chartered Financial Planner professionals, Montfort will be imparting unique content, articles, tips and blogs surrounding financial planning for those individuals with cross-border requirements or may be considering emigration. Montfort’s Eugen Neagu will also participate in the online ‘Ask a Planner’ sessions.

Jacqueline Lockie CFPTM, Chartered FCSI and CISI Head of Financial Planning comments: “Our CFPTM members throughout the UK are ready to help everyone, no matter what their age or financial circumstances, during our Financial Planning Week 3 – 10 October.”

“Financial planners can help people achieve their life goals, build financial confidence, combat anxiety and stress about money and deal with life’s challenges around day-to-day financial decisions”, she continues.

In celebration of all-things financial planning, ensure you get involved!

For further information or to register your interest in one of Montfort’s surgery sessions, please email or call +44 (0)1483 202072;

Financial Planning Week;

#MakeDreamsHappen #FinancialPlanningWeek #FPWUK #CISI #financialplanning #Montfort


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