James Greene

Regional Manager UK & Cyprus

James started his career in financial services in 2013, working in a variety of roles across the UK insurance and wealth management sectors. He joined Blevins Franks in 2018 as a Private Client Manager in our Cyprus office and later moved to Southern Spain before returning to the UK in 2023. James is now Regional Manager for the UK and Cyprus.

Working alongside our other Regional Managers, James helps ensure business operations between our UK and European advisers and administration teams run efficiently and to the highest standards. He also provides ongoing tax, investment and wealth management advice to Blevins Franks clients in the UK.

With an in-depth understanding of the challenges facing clients returning to, or planning a return to, the UK, James helps ensure their portfolios remain aligned with their circumstances, objectives and evolving market conditions.

James holds the Diploma in Regulated Financial Planning (DipPFS) from the Chartered Insurance Institute (CII), along with the Investment Management Certificate (IMC) awarded by the CFA Society

Having previously played professional rugby in the North of England, James remains a keen rugby fan and enjoys keeping fit, mostly so he’s able to keep up with his two daughters.

James is an adviser for Blevins Franks Financial Management Limited (BFFM) which is registered with the Financial Conduct Authority in the UK. He is a member of the Chartered Insurance Institute (CII).

Office/s: London

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[email protected] +44 (0)20 7389 8133.

Blevins Franks Financial Management Limited (BFFM) is authorised and regulated by the Financial Conduct Authority in the UK, reference number 179731, to provide advice in the UK. Blevins Franks Wealth Management Limited (BFWML) is authorised and regulated by the Malta Financial Services Authority, registered number C 92917 to provide advice in Malta and other EU countries in line with its [IDD and MiFID] passporting permissions. It is authorised to conduct investment services under the Investment Services Act and authorised to carry out insurance intermediary activities under the Insurance Distribution Act. Where advice is provided outside of Malta via the Insurance Distribution Directive or the Markets in Financial Instruments Directive II, the applicable regulatory system differs in some respects from that of Malta. BFWML also provides taxation advice; its tax advisers are fully qualified tax specialists. Blevins Franks Trustees Limited (BFTL) is authorised and regulated by the Malta Financial Services Authority for the administration of trusts, retirement schemes and companies. BFFM, BFWML and BFTL are all part of the Blevins Franks Group Limited (BFGL) whose registered office is Gasan Centre, Triq il-Merghat, Zone 1, Central Business District, Mriehel CBD1020, Malta. This promotion has been approved and issued by BFWML and BFFM for respective use in the EU and UK.