About WAY’s Financial Planning Support Service
In our partnership with DSNY Wealth Planning, WAY members have access to a Financial Planning Support Service offering practical financial education, guidance and support, including webinars, articles, guides and live events covering topics such as financial planning, family protection, pensions, estate planning and long-term financial wellbeing.
Members can submit details of their enquiry through a dedicated form, allowing requests to be reviewed and matched with the most relevant legal expertise.
The Financial Planning Support Service is a free, no-obligation way to start that conversation.
- 30-minute one-to-one sessions, by phone or video call at a convenient time
- Guidance on areas such as pensions, Inheritance tax planning, savings, investments protection and care funding.
- Signposting, where appropriate, to other free resources.