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...
It’s no ‘Mystery Incorporated’
Including 'Reality Checker'
To increase investor awareness
13% unsure if pension is DB or DC
CII, CISI and CBI form alliance