In this episode, Rocksy is joined by Sam El Shammaa, CEO & Managing Director at Finchley & Kent. He discusses his personal and professional journey, the deliberate, values-led growth and service model of Finchley & Kent, and his optimistic outlook on the future of financial advice and adviser communities.
Accreditation Points Allocation:
0.25 Technical Competence
0.25 Client Care and Practice
0.25 Regulatory Compliance and Consumer Protection
0.25 Professionalism and Ethics