Tips & tools

Being aware of your relationship with money is an important first step. You might think you don’t need financial planning services right now, and that’s absolutely fine! So, we’ve collated tips, tools, guides, and articles to help you get started on improving your financial wellbeing.

Financial Planning Week 2025

Every year the financial planning community comes together to encourage everyone to understand their finances better. Hosted by the Chartered Institute for Securities & Investment, we aim to leave people feeling financially empowered, below are a selection of resources you may find useful to explore. If you'd like to meet with a qualified financial planner for a complimentary introductory session, please check back here soon to connect with a financial planner for the initiative taking place Monday 27 January - Sunday 2 February 2025.

Our Financial Planning Week supporter

    Useful guides

    The CISI and Wayfinder accepts no responsibility for the information maintained on external pages.