Southampton Firm to Offer Free Financial Planning Sessions During National Event

A firm of financial planners based in Southampton are among a select group of companies taking part in Financial Planning Week 2020.

Running from 5th to 11th October, the annual Financial Planning Week is a national campaign to help engage people with their money and raise awareness of the importance of financial planning. Run by the not-for-profit Chartered Institute for Securities & Investment (CISI), the campaign sees some of the UK’s leading financial planning firms offering free sessions to help consumers better understand their finances.

NorthStar Wealth Management, a firm of Chartered Financial Planners based in Southampton are the latest firm to sign up to the nationwide initiative. They will be offering free, one-hour sessions via phone or as ‘virtual online’ meetings via webcam which can be booked in advance for the week commencing 7th October, via their website at or by calling 0800 6906 247.

The free, one-hour money management sessions offer a chance for a one-to-one session with a qualified Chartered Financial Planner who can answer any personal finances questions, help identify your biggest financial priorities and explain the steps needed to achieve your goals.

James Thompson, one of the founders of NorthStar Wealth Management and a Chartered Financial Planner explains: “Financial Planning Week is a great opportunity for us to help people in the local area with their finances and work through how they can best achieve their goals in life. We want to help people re-connect with their money, better understand their financial options and take the rights actions towards their goals.”
CISI hope the campaign will shine the spotlight on ‘financial planning’, which they say differs to ‘financial advice’. Financial planning they say, helps people to organise their money to achieve specific life goals, whereas ‘financial advice’ focuses more on financial products. Nationwide, last year’s campaign helped over 500 people with their financial planning issues.

“Financial planning is a relationship-based process, which aims to help everyone, no matter what their age or financial circumstances. It allows those with money to plan their spending and saving wisely, but also those without, to work with a qualified financial professional who can support them in reaching their financial goals. Financial planners do not just work with wealthy individuals,” said Jacqueline Lockie, Deputy Head of Financial Planning at CISI.

More information about Financial Planning Week can be found at To book in your free session with NorthStar Wealth Management, please visit

For more information please contact:
Derek Pegg
Tel: 08006906247

Pierce offers advice to businesses as cyber criminals find new ways to exploit the Covid 19 crisis

Security experts warn that the emergence of Covid 19 related phishing scams is the worst they’ve seen in years; the tactics employed by cyber criminals have become increasingly sophisticated, and play on the confusion around government guidelines, in order to defraud businesses.

Lancashire based business advisory and accountancy group Pierce has published a series of articles to help guide businesses through the legislation, so that they can get the help they need to survive during these difficult times.

Lisa Kennery (Director) said “Pierce has been putting clients first for nearly 100 years. We feel that right now, it’s more important than ever to share our knowledge and expertise to help businesses to get through the current challenges.

“The underhanded tactics employed by cyber criminals play on confusion and fear. So, we are working to equip businesses with the knowledge they need.”

What is phishing?

Simply put, phishing is any fraudulent form of communication that attempts to persuade you to divulge sensitive data, that criminals can then use for financial gain.

Pierce has published a guide to some of the most recent phishing scams, and warning signs to look out for, to make it easier for you to protect yourself and your business.

Get the most up to date guidance

As government guidelines have been updated, and more information has become available, Pierce has continued to publish updated advice to reflect the evolving situation. Businesses can find advice and guidance on the website.



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