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...
Three years at Wells Fargo
Effective from 9 December 2019
One firm with permission suspensions left
Continuing the Architas education series for clients.
Needs to apply for authorisation