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Greg Harris

Senior Wealth Manager
Greg Harris SENIOR WEALTH MANAGER

About Greg

Meet Greg Harris, a seasoned professional in the dynamic world of financial services. With nearly a decade of hands-on experience. His dedication and drive led him to achieve the highest recognition from the Chartered Institute of Insurers (CII) – the esteemed title of Fellow (level 7). This prestigious accreditation is a testament to Greg's unwavering commitment to excellence and his profound understanding of the intricacies of the financial landscape.

At the heart of Greg's ethos lies a relentless pursuit of exceptional customer outcomes. His track record speaks volumes, adorned with success stories of clients whose financial dreams were transformed into tangible realities under his guidance. Whether it's individuals seeking financial security or companies navigating the complexities of corporate structures, Greg's expertise is able to steer them towards prosperity.

Greg's approach is as holistic as it is meticulous. He understands that every financial decision carries weight, and his guidance is grounded in a deep understanding of his

clients' unique needs and aspirations. With Greg by your side, you're not just a client – you're a partner in a journey towards financial empowerment and success.

Beyond his professional accolades, Greg is a trusted advisor, a mentor, and a beacon of integrity in an industry often marred by complexity. His commitment to transparency and ethical practice sets him apart, earning him the respect and admiration of colleagues and clients alike. With him, your financial future is not just secure – it's thriving.

Qualifications

  • Fellow of the Personal Finance Society (Level 7)
  • Chartered Financial Planner
  • Advanced Diploma in Financial Planning (Level 6)
  • Diploma in Financial Planning (Level 4)
  • Bachelor of Laws (LLB)

Greg Harris SENIOR WEALTH MANAGER

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    Why choose Holborn?

    Our aim is to help individuals and businesses achieve their financial goals with a straightforward approach.

    Tell us about your current situation, what your financial goals are, and when you would like to reach them. Based on your goals, we develop a practical plan designed specifically for you.

    We will discuss the bespoke plan with you and agree on the course of action you want to take. While the final decisions are yours, our qualified financial experts are here to help & provide guidance for you both now and in the future.

    All our advisers come from the UK and similar jurisdictions where regulations are tight. Having a regulatory-driven background means that our advisers approach financial planning in a holistic, compliant manner.

    We are not sales driven. We have unmatched relationships with the best product providers. This means we can offer superior investment and protection solutions for the increasingly sophisticated expatriate community we serve.

    We would like to personally welcome you and your friends to become satisfied clients of Holborn Assets. If, at any time, you feel we fall short in the advice and service we offer, then please contact our friendly client services team.