Meet the Adviser Champions: CISI's Campbell Edgar

clock • 1 min read

Financial Planning Week, which starts on 8 May, gives advisers the perfect opportunity to showcase their expertise, meet people in their communities and demonstrate trusted financial advice is close at hand, says Campbell Edgar.

The Chartered Institute of Securities & Investments (CISI) head of financial planning becomes the second guest to feature in Professional Adviser's‘ Adviser Champions' series following the curtain-opening appearance from Personal Finance Society counterpart chief executive Keith Richards. Edgar goes on to urge planners and advisers to make the most of Financial Planning Week to offer pro-bono advice and show professional financial planning and advice is not necessarily expensive. Asked what his worst-case scenario for the profession would be, however, Edgar warns of going back to the ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Chancellor vows to swerve Tory government planned investment cuts 'mistakes' - reports

Chancellor vows to swerve Tory government planned investment cuts 'mistakes' - reports

Rachel Reeves makes pledge head of Autumn Budget

Sorin-Andrei Dojan
clock 04 October 2024 • 1 min read
Dynamic Planner links up with Adviser Cloud

Dynamic Planner links up with Adviser Cloud

Partnership intended to improve client data transfer for financial advisers

Sahar Nazir
clock 04 October 2024 • 1 min read
Model portfolio sales slow in H1 after 2023 boom

Model portfolio sales slow in H1 after 2023 boom

Sales increased by just 6% in H1 2024

Sahar Nazir
clock 02 October 2024 • 2 min read