Our People

James Greenly

  • Relationship Director
  • Wealth

Our People

James Greenly

  • Relationship Director
  • Wealth

What do you do?

I enjoy nothing more than helping my clients identify what a life well lived looks like, and then giving them the financial clarity and confidence to let them live that life.

I’m particularly passionate about supporting those in the music industry. It’s raw talent, stage presence, loyal fans and clever marketing that can propel musicians into the limelight. But it’s specialised financial planning that guarantees a long, successful career.

What’s on top of your bucket list?

I’ve always liked the idea of climbing Everest (or more realistically getting to Base Camp!)

James's stories

0 Results found.

View All