+44 (0)20 7389 8133 Make an Enquiry
chevron_left Back to all
Advisers / James Greene
TELEPHONE

call +34 952 809 212

OFFICE

place Estepona

Contact

James Greene

Private Client Manager

James started his career in financial services in 2013, having previously played professional rugby in the North of England. Prior to joining Blevins Franks, he held various roles in the UK insurance and wealth management sectors. James moved to Cyprus and joined the local Blevins Franks team there in 2018 before relocating to Southern Spain in late 2020. 

James holds the Diploma in Regulated Financial Planning (Dip PFS) from the Chartered Insurance Institute (CII) and has further qualifications including the Investment Management Certificate (IMC) from the CFA Society. He is currently working towards the Advanced Diploma in Financial Planning. 

James works with our local Partners, providing ongoing tax, investment, and wealth management advice to Blevins Franks’ clients. With an in-depth understanding of issues facing expatriates in the region, he regularly visits clients to ensure their portfolios remain suitable, taking into account relevant changes in the markets and his clients’ own circumstances and objectives.

James is an adviser for Blevins Franks Wealth Management Limited (BFWML) which is registered with the Malta Financial Services Authority. He is a member of the Chartered Insurance Institute (CII). 

Office/s:  Estepona

Make an Enquiry

We want people to be able to easily access and understand the information we provide, so if you need further help to access information on this website or key documents in a different format or setting, please contact us via your Blevins Franks adviser, by email via [email protected] or by phone on +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. Blevins Franks France SASU (BFF), is registered with ORIAS, registered number 07 027 475 to provide advice in France and other EU countries in line with its [IDD] passporting permissions, and authorised as ‘Conseil en Investissements Financiers’ and ‘Courtiers d’Assurance’ Category B (register can be consulted on  www.orias.fr). Member of ANACOFI-CIF. BFF’s registered office: 1 rue Pablo Neruda, 33140 Villenave d’Ornon – RCS BX 498 800 465 APE 6622Z. Garantie Financière et Assurance de Responsabilité Civile Professionnelle conformes aux articles L 541-3 du Code Monétaire et Financier and L512-6 and 512-7 du Code des Assurances (assureur MMA). BFFM, BFWML, BFF 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, BFF and BFFM for respective use in the EU and UK.

Follow this link for FRENCH version

 

© Blevins Franks