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James Greene, Private Client Manager, Blevins Franks
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  +357 26 023 100
 
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James Greene

Private Client Manager | Cyprus

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. Having relocated to Cyprus, he joined Blevins Franks as a Financial Planner in March 2018 before progressing to Private Client Manager.

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 Paphos office, James supports local Partners Lou Cunningham and Nick Cairns by providing ongoing tax, investment and wealth management advice to Blevins Franks’ clients. With in-depth understanding of issues facing expatiates in Cyprus, 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 Cyprus with his wife and two daughters.

James is registered with the Financial Conduct Authority (FCA) in the UK and is a Member of the Chartered Insurance Institute (CII).

FCA registration | CII  register

 

Office/s:  Cyprus