Oct 8, 2020 | STEPHEN JONES

Financial Planning Week: the useful bits

Every day this week across our social media channels we’ve been sharing blogs, stories from our clients and videos from the CPW team that dig a little deeper into what financial planning actually is.

It’s all been part of financial planning week – where lots of like-minded firms come together to offer support and guidance to people up and down the country.

The aim is to help more people find financial happiness and explain how this can unlock freedom and security as you go through life.

Here we’ve gathered some useful videos and blogs so you can access everything in one place – browse at your leisure and find out more about the areas that matter to you the most…




We often talk about the impact our emotions can have on investment decisions. This blog explores three benefits a financial adviser can bring to the table to help you avoid making emotionally fuelled decisions.

Navigating your way through market movements can be stressful – as many investors will have learnt this year. Here we share some tips on how to keep your cool. Check it out

The underlying principles of investment are simple, it’s about getting a handful of things spot on. We focus on six key areas with our clients. You can read them here


Hearing what we think is one thing but we would rather you hear it directly from someone who knows what it’s like to work with a financial adviser. Click the links below for real CPW client stories.


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