Your local institute

It is a privilege to serve as President of the Edinburgh Institute of Insurance and Financial Planning.

Over the coming term, our focus will be on delivering relevant, high‑quality CPD and engaging events that genuinely support our members in an ever‑changing professional environment. We aim to provide practical learning opportunities that add real value—whether through technical insight, broader professional development, or shared experience.

Partnership will also be key and we are keen to work closely with charity partners, corporate supporters and the wider professional community to deliver meaningful events and initiatives that reflect the diverse needs of our membership. If you have any ideas then we would love the hear them!

In addition, we are committed to strengthening networking opportunities across the Institute—bringing people together to share ideas, build relationships and support one another in developing and growing successful businesses.