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Greg Harris Fpfs is listed as Senior Wealth Manager (GCC) and 1 of only 3 Level 7 qualified advisers in the UAE at Holborn Assets, a company with 454 employees, based in Dubai, United Arab Emirates, United Arab Emirates. AeroLeads shows a matched LinkedIn profile for Greg Harris Fpfs.
Greg Harris Fpfs previously worked as Senior Wealth Manager at Holborn Assets and Development Director at Unividual. Greg Harris Fpfs holds Advanced Diploma In Regulated Financial Planning, Financial Planning And Services, Pass from Chartered Insurance Institute.
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With 9 years of experience in financial services, my career has been defined by a commitment to delivering strategic financial solutions that optimise growth and efficiency for clients.Beyond my core expertise, I am deeply intrigued by the transformative potential of artificial intelligence. I am particularly drawn to the dynamic world of start-up AI companies, where cutting-edge technologies are reshaping industries and creating new possibilities. I have a particular focus on innovative approaches to media and information services, leveraging AI to enhance storytelling and reshape the media landscape.Let's connect to explore opportunities, share insights, or discuss the exciting intersection of finance and AI. I look forward to engaging with like-minded professionals and contributing to the evolution of our industry.
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Dubai, United Arab Emirates
As a Senior Wealth Manager at Holborn Assets UAE, I am dedicated to delivering exceptional financial advisory services to our diverse clientele. My role involves a thorough understanding of each client's financial situation, needs, and aspirations to tailor strategies that optimise their wealth and secure their financial future.Key roles and.
Bath, England, United Kingdom
As well as being a Chartered Financial Planner I am also Unividual's Development Director. An emphasis on learning and development is what drives the culture of Unividual. As the business grows Unividual want to ensure the training and growth of staff is not diluted. My role is to focus on learning and development and the operational function of Unicademy.
Bristol, United Kingdom
Financial planning gives clients confidence when making decisions about money that impact on lifetime goals. Clients use an adviser to bring order to their finances, gain objectivity, proactively plan for anticipated life events, gain access to invaluable resources and collaborate with. Some people don't have time to organise their finances and would.
Corsham
To support Unividual’s financial advisers with preparing and maintaining client files, preparing recommendations, implementing recommendations and supporting with reviews. Act as a second port of call to clients when the adviser is out and work with everyone in the team to meet client needs and improve client outcomes.- Collect detailed information.
Other employees you can reach at holbornassets.com. View company contacts for 454 employees →
Kathea Solis
Colleague at Holborn AssetsDubai, United Arab Emirates, United Arab Emirates
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RB
Roleece Brookes
Colleague at Holborn AssetsBasseterre, Saint Kitts, Saint Kitts And Nevis, Saint Kitts And Nevis
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JP
Jack Pallen
Colleague at Holborn AssetsDubai, United Arab Emirates, United Arab Emirates
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Laura Ann
Colleague at Holborn AssetsWP. Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia, Malaysia
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EL
Eleanor Livingston
Colleague at Holborn AssetsIreland, Ireland
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CI
Charms Immink
Colleague at Holborn AssetsGeorge, Western Cape, South Africa, South Africa
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AB
Amy Benjamin
Colleague at Holborn AssetsCity Of Johannesburg, Gauteng, South Africa, South Africa
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SW
Stuart Woodroffe
Colleague at Holborn AssetsDurban, KwaZulu-Natal, South Africa, South Africa
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JV
Jammie Villasenor
Colleague at Holborn AssetsUnited Arab Emirates, United Arab Emirates
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TS
Tristan Stevens
Colleague at Holborn AssetsDubai, United Arab Emirates, United Arab Emirates
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AF3 - Advanced Pension Planning AF1 - Advanced Personal Tax and Trust Planning AF5 - Advanced Financial Planning Process JO5 - Pension.
CF6 - Mortgage Advice R01 - Financial Services, Regulation and Ethics R02 - Investment Principles and Risk R03 - Personal Taxation R04.
Activities and Societies: Hockey 1st Team Captain (2012-2014)
Quick answers generated from the profile data available on this page.
Greg Harris Fpfs works for Holborn Assets.
Greg Harris Fpfs is listed as Senior Wealth Manager (GCC) and 1 of only 3 Level 7 qualified advisers in the UAE at Holborn Assets.
Greg Harris Fpfs is based in Dubai, United Arab Emirates, United Arab Emirates while working with Holborn Assets.
Greg Harris Fpfs has worked for Holborn Assets, Unividual, Unividual Limited, and Derby Citizens Advice And Legal Centre.
Greg Harris Fpfs's colleagues at Holborn Assets include Kathea Solis, Roleece Brookes, Jack Pallen, Laura Ann, and Eleanor Livingston.
You can use AeroLeads to view verified contact signals for Greg Harris Fpfs at Holborn Assets, including work email, phone, and LinkedIn data when available.
Greg Harris Fpfs holds Advanced Diploma In Regulated Financial Planning, Financial Planning And Services, Pass from Chartered Insurance Institute.
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