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Free financial planning consultation with a financial planner

Expert financial planning advice will be of help to anyone who wants to protect their assets, make the most of their savings and investments and plan for their family’s future.*

Two firms that are authorised and regulated by the Financial Conduct Authority (previously the Financial Services Authority) - Mazars and Evelyn Partners - are offering ICAEW life members a free, one hour, completely impartial and no obligation financial planning consultation, which can either take place over the phone or face-to-face. Use this opportunity to make sure your house is in order.

Fill in the enquiry form below and your details will be passed on to one of the financial planning firms, who will contact you to arrange a financial planning consultation.

* Please note that whilst the firms are happy to offer this free initial financial consultation to UK and Non-UK based life members, following the consultation, where financial legal affairs are not fully UK based, further or more detailed advice may not be available.


Keep up to date

Make sure you update your communications preferences to keep up to date with the latest life member offers throughout the year. Select 'Life member offers' under the 'Business services and member offers' section.

If you have any questions about life membership, please call us on +44 (0)1908 248 250.