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...
Retirement Advantage research suggests
9,700 transfers in 2016/17
Up 0.1% from Q1
Extra burdens for largest firms