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...
Two global vehicles
'Further plug advice gap'
Must appoint separate CEOs and boards
Advisers do come out well
Will report to Mark Till