Campbell Edgar is to retire in October and subsequently step down from his role as Chartered Institute of Securities & Investments (CISI) head of financial planning.
Current CISI deputy head of financial planning Jacqueline Lockie will take his place while Christopher Morris, who is currently contributing to the CISI business development team, will take over her role. Edgar said: "I am delighted to have been involved in the important transition of our financial planning membership from the Institute of Financial Planning to the CISI. It has been a privilege to lead the CISI financial planning team and their energy and dedication to the profession is second to none. Meet the Adviser Champions: CISI's CampbellEdgar "I was retired when I got the c...
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