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James Greenly

James Greenly

Chartered Financial Planner

London
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Rating
James Greenly
Contributor

James Greenly

Chartered Financial Planner

London
Likes389
Rating

James Greenly | Chartered Financial Planner | Boring Money Advice

About James Greenly

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.

Likes
Playing the drums
Skiing (especially après-ski!)
Great coffee
Dislikes
Anchovies on pizza
Having an unwashed car
Instant coffee

Information

Specialisations

Retirement planning
Pensions – Retired
Socially responsible investing
Estate planning and Inheritance Tax

Qualifications

Chartered Financial Planner
CFA ESG certificate

Fee structure

Fixed £ fee

Awards

  • 2021 WinnerSustainable Star
  • 2021 Highly CommendedReaders' Favourite
  • 2021 Highly CommendedReaders' Favourite Fixed Fee Adviser