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 AuthorityHe is a member of the Chartered Insurance Institute (CII)

Office/s:  Estepona