James Greene

Private Client Manager | San Pedro, Estepona, Cádiz, Huelva, Ayamonte

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, most recently in an Assistant Managerial role at a chartered company of Independent Financial Advisers. 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.

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

Away from work, James remains a keen sportsman by participating in competitive triathlons and enjoys exploring the local area with his wife and two daughters.

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

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