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  • Louise Sagar

We're taking part in CISI Financial Planning Week!

Live Vitae Financial Planning is delighted to be taking part in the CISI Financial Planning Week on 11th to 17th October. f

We will be offering free one hour sessions online on the following dates:

  • Monday 11th October: 11am to 3pm

  • Wednesday 13th October: 11am to 3pm

  • Thursday 14th October: 11am to 3pm

  • Friday 15th October: 1pm to 4pm

The purpose of Financial Planning Week is to empower consumers across the UK with making financial decisions by receiving guidance from highly qualified financial planners on a variety of financial planning topics.

Anyone who decides to have a session, gets the opportunity to ask any questions they have on any financial planning topics, and will receive information that they can take forward and use to make financial decisions, which may help to improve their financial position.

Please be mindful that this is not regulated investment advice but an opportunity to gain a better understanding on matters that may otherwise feel difficult to understand. Topics you may wish to speak about could include:

  • Saving for Retirement

  • School Fees funding

  • Inheritance Tax

  • Divorce and finances

If you would like to take this opportunity of a session, please contact us at

Risk Warnings:

a. A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

b. Inheritance Tax Planning Advice is not regulated by the Financial Conduct Authority.

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