Richmond: Financial Planning week at Holland Hahn & Wills

  Posted: 09.10.21 at 11:51 by Holland Hahn & Wills

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Richmond borough business Holland Hahn & Wills are delighted to support a nationwide campaign to offer complimentary personal financial planning sessions by qualified financial planners including CERTIFIED FINANCIAL PLANNER(TM) (CFP (TM)) professionals.

The aim is to empower consumers throughout the UK by experiencing the support available from financial planning, this includes help with organising finances and guidance in planning how to reach life goals and dreams.

This initiative is very important to us at Holland Hahn & Wills. We enjoy supporting the Chartered Institute for Securities & Investment’s (CISI) Financial Planning Week every year and will be encouraging people to get in contact at [email protected] to discuss their financial situations.

We have telephone consultations available with our three financial advisers, and follow up meetings can be held via zoom or face to face if applicable.

Amyr Rocha-Lima, Partner at Holland Hahn & Wills, is the Chairman of the CISI Financial Planning Forum, and he specialises in helping successful business owners and senior professionals with their retirement planning.

Simon Ainley and Jason Lurie, also both Partners at Holland Hahn & Wills, have a wealth of experience helping people with their financial details, whether to provide advice after divorce or bereavement, or to plan the ideal retirement.

The national campaign runs this October

All our advisers are both chartered and certified advisers, we are an award winning firm helping clients for over 30 years.

What is financial planning week?

The annual Financial Planning Week campaign, organised by the not-for profit professional body the CISI, is an annual initiative to help people build financial confidence, combat anxiety and stress about money and deal with life’s challenges around day-to-day financial decisions.

The UK public are being encouraged to think about how they feel about their finances, whether they feel they know as much as they could and to take up the offer of a free session with a qualified professional financial planner, to see the life-changing benefits for themselves.

During Financial Planning Week, Holland Hahn & Wills will be:

- Offering free consultation appointments by phone or online: Contact us to book these at [email protected] or via our contact page

- Encouraging people to “Ask a Planner” a question via our email [email protected] or

- Providing talks to local schools to share the merits of the financial planning profession as a career

About the Chartered Institute for Securities & Investment

The CISI’s mission is to help members attain, maintain and develop their knowledge and skills and to promote the highest standards of ethics and integrity in the securities and investment profession.

Based in the City of London, with origins in the London Stock Exchange, the CISI is a global organisation with representative offices in financial centres such as Barcelona, Colombo, Dubai, Dublin, Edinburgh, London, Manila, Mumbai and Nairobi. We work in close cooperation with regulators, firms and other professional bodies worldwide and over 40,000 examinations were sat in 81 countries in the last twelve months.

With 45,000 members in 111 countries the CISI is the professional body which sets examinations and offers qualifications for those working in or looking to establish a career in the financial planning, wealth management and capital markets profession.

Holland Hahn & Wills and Richmond Nub News

Holland Hahn and Wills is a sponsor of Richmond Nub News.

Their sponsorship helps us continue providing our high-quality dedicated news service to Richmond residents free of clickbait and intrusive ads.

It’s thanks to sponsors like Holland Hahn and Wills that we can deliver the high-quality journalism for Richmond.

Read more about our partnership here.

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