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Edward Grant biography

Director

Edward Grant

 

Edward Grant

Edward is an impactful leader and passionate advocate for the financial planning profession, with a career spanning over three decades. Throughout his extensive career, Edward has been dedicated to supporting, mentoring, and spearheading initiatives that build consumer confidence and trust in the value of financial advice. 

As a champion for apprenticeships and lifelong learning, Edward has played a pivotal role in the evolution of the Technical Apprenticeship Academy and the MBA, MSc, and PhD programs in finance at the University of Gloucestershire, accessible to all Chartered individuals across the profession.  He also supported the formation of the Finance in Society Research Institute (FISRI) where he chairs the advisory board.  Edward firmly believes in the power of robust and insightful research to drive the profession forward. 

A Chartered Financial Planner and Fellow of the Personal Finance Society, Edward has supported and mentored many to achieve their aspirations, having facilitated the growth of the largest Chartered community with over 1,100 advisers.

Edward's leadership credentials include past president of the Personal Finance Society (PFS), current Director and longest-serving non-executive board member of the PFS, CII Pension Trustee, CII Professional Standards Committee member, Liveryman of the Worshipful Company of Insurers, and past Director of Technical Connection, offering leading tax, trust, and pension expertise, answering over 500,000 questions a year. He has chaired the Advice Committee and Third-Party Product Governance Committee and was the director responsible for supporting clients in vulnerable circumstances at the UK's largest wealth manager.

Outside the profession, Edward has been married to Marina for over 36 years and has recently pursued his passion by qualifying as a Tea Sommelier, on a mission to encourage others to join a tea curious journey.