Campbell was appointed in May 2016 to head up the financial planning team at CISI, following the merger of IFP with CISI in November 2015. He heads up a team of five on the Financial Planning desk.

After a successful first career in the British Army, Campbell has worked over the last 31 years in a variety of sales, management and technical roles in the financial services profession. He first qualified as a Fellow of IFP and a CFP^TM Professional in 1995. He served on the IFP Board from 2000 to 2006 and was President of IFP from 2002 to 2004. He has been described as “having financial planning coursing through his veins”.

Carolyn joined Bloomsbury in 2003 and now owns the business jointly with Robert Lockie, having been in the profession since the late 1980s. She is a Certified Financial Planner professional, Chartered Fellow of the CISI and a Chartered Wealth Manager.

Carolyn enjoys working closely with Bloomsbury’s clients to help them overcome the challenges involved in managing complex affairs and significant wealth.

Penny is warm, down to earth and funny - a keynote speaker that engages and inspires business owners and large organisations to help them to consider themselves as experts, so they can stand out in the market.

She draws on her twenty years’ experience as a business presenter on BBC Breakfast, the News Channel, Panorama and BBC Radio 5 Live where she interviewed 100s of businessmen and women. Penny now shares her inside knowledge to help people come across confidently, concisely and in a way that is compelling – to get the competitive edge.

Ian Muirhead is a solicitor who began his professional career in the 1960s at City firm Norton Rose and subsequently went into professional sector in the combined role of legal adviser, personnel director and company secretary. In the 1980s he returned to private practice and became a partner in what is now TWM Solicitors in Surrey, where he established an in-house financial services department. This led to an interest in financial services on the part of other law firms and in 1992 Ian set up SIFA (Solicitors Independent Financial Advice) to address this demand.

Ian is the author of the Law Society’s handbook Financial Services for Solicitors and of a range of client booklets and technical handbooks focusing on the connection between legal and financial services.

Sandy Robertson has worked in banking, accounting and financial services for over 40 years and was one of the first fellows of the IFP in Scotland. Established in 2002, Acumen Financial Planning has grown from a small team to an established Accredited and Chartered firm of 35 staff with offices across Scotland serving 1750 clients.

Recently awarded Accredited Financial Planning Firm^TM of the Year, Acumen Financial Planning continues its ongoing commitment to the Financial Planning profession.

Sophie Robson joined MRM in 2013 as a consultant on the corporate and consumer team. During that time, she has worked across a number of clients, particularly in the advice and access and pensions space. She is also the author of the Young Money series of reports, which are now in their fourth incarnation, and is a regular commentator on issues surrounding topic, having been featured in a range of publications, including the FT and BBC Radio Five Live.

Prior to joining MRM, she worked at the City think-tank, the Centre for the Study of Financial Innovation (CSFI), on the events and publications team. She is also the author of the widely respected, “Generation Y: the (modern) world of personal finance”, published by the CSFI.