Produced By: Ensombl
In this episode, Andrew talks with Daniel Harris, Associate Director at Grimsey Wealth. They discuss his journey into financial advice, his experience at Grimsey Group, and their focus on serving the medical professional market through a collaborative, family-oriented culture and a commitment to innovation and growth.
Accreditation Points Allocation:
Technical Competence 0.4
Client Care and Practice 0.3
Regulatory Compliance and Consumer Protection 0.2
Professionalism and Ethics 0.1
General 0.1
Total CPD Points: 1.10