James Greenly

James Greenly

Chartered Financial Planner

LocationIcon

London

Likes

HeartIcon

0

About me

I am a Chartered Financial Planner at Capital Asset Management, a boutique financial planning and wealth management firm based in the City of London.

I started my career in financial planning back in 2007, just months before the global banking crisis rocked stock markets and plunged the UK economy into recession. In those first few months I realised that as financial planners we are not really in the ‘money’ business, we are in the ‘people’ business. Our job is to support and guide our clients through the ups and downs of life, ensuring that they have a robust financial plan in place that can weather any storm. ISAs, pensions and investments are important of course, but these are merely the fuel to helping you live the life you want. Our mission at Capital is to help our clients discover true wealth.

My details

I like helping people on:

TickYesIcon

Pensions - I’m approaching retirement

TickYesIcon

Pensions – I’m retired

TickYesIcon

Socially responsible investing

TickYesIcon

Advice to business owners

My qualifications:

TickYesIcon

Chartered Financial Planner

TickYesIcon

CFA ESG certificate

My charging model:

TickYesIcon

Fixed £ fee