A leading figure in the personal finance sphere, Edward Grant, BA (Hons) FPFS FRSA, joined In2Matrix on 3 September 2012 as Director of the Private Clients Division. Edward will be based at the In2Matrix office in London.Edward is a Chartered Financial Planner who is passionate about helping individuals, families, companies and trustees to secure and understand their financial future.
In a career spanning more than 20 years, Edward has held management roles in the international life offices of major firms, including Zurich Financial Services, Royal & Sun Alliance and Providence Capitol.
Edward is a past President of the Personal Finance Society (PFS, http://www.thepfs.org/), which is the UK’s largest financial services professional body, with over 31,500 members (June 2012). He remains a Member of the Board of Directors.
In 2012, Edward was appointed a Vice President of the Chartered Insurance Institute (CII), the largest financial services professional body in the world, with over 105,000 members. He sits, too, on the CII Professional Standards Board, which he joined in 2011.
Edward’s reputation in the industry is underlined by his being one of the inaugural Chartered Financial Planners; and he is also a Fellow of the Personal Finance Society. His wealth of experience has led to him being called upon to lecture across the country on tax and trust matters and financial planning, both to fellow professionals and to clients.
