Edward Grant biography

Edward is an experienced senior executive, leading adviser support teams across the profession.  He is a Finance in Society Research Institute advisory board member, a body formed in 2022 to develop high quality research to support policymakers and the industry to improve access to financial services and tackle financial exclusion.

A passionate advocate of the financial planning profession, Edward is a Chartered Financial Planner, Chartered Wealth Manager, Fellow of the PFS with a Masters focused on supporting clients with vulnerable circumstances. He is a past president of the Personal Finance Society, serving six years on the PFS Board, past vice president of the Chartered Insurance Institute and Insurance Institute of London, previous chair of the TISA Tax Committee, current CII Pension Trustee and Liveryman of the Worshipful Company of Insurers.

During his extensive career, Edward has sought to support, mentor and lead the development of initiatives to build consumer confidence and trust in the value of financial advice.