HomeLife

James Greenly - Consultant

Biographies, Team

James Greenly - Consultant

| |

1 minute read

Why I started out

I didn’t know I wanted to work as a financial planner, nor did I have any knowledge about the industry, however, I knew I wanted to do something that involved working closely with people to help change their lives for the better. I joined Capital in October 2015.

Enjoying my downtime

Most sports but mainly football; I’m a lifelong Manchester United fan. I’ve even been to several matches which by Manchester United fan standards puts me among the diehard elite.
World travel; I’m always looking for weird and wonderful places to visit. For me, there’s no greater thrill than arriving in a mysterious country with nothing more than a backpack and a few weeks to explore.

Those closest to me

I’m the middle of three boys. My father is a successful project manager, NLP practitioner and published business author and my mother works in IT (despite numerous discussions I still don’t really understand what she does – something to do with coding and mainframes). I also have a younger half-sister who is an incredibly talented pianist.

Tick off the list

I like to set myself goals and have an exact plan as to how I’m going to achieve them.

And then...

Witness the Aurora Borealis.

My number one dinner guest

Sir Alex Ferguson.

On the big screen

The Shawshank Redemption. No explanation necessary.

A really good read

Linchpin – Seth Godin. This book was a present from Capital when I joined and it has revolutionised the way I think.

There's no better place

Queenstown, New Zealand with my two closest friends.

What makes me laugh

Most active fund managers’ ability to consistently underperform their benchmarks.

And when I’m at the top of my game

Running around the streets of south-west London with my headphones in.

Oh, and by the way...

James is a Chartered Financial Planner. He holds the CII Advanced Diploma in Financial Planning, Certificate in Securities Advice & Dealing and Certificate in Discretionary Investment Management. He is also IMC qualified through the CFA Society of the UK.

Interested in this article?

Why not speak to one of our helpful advisors today to discuss how we can help you

Speak to an adviser today

Sign up to our blog

Each month our expert team create insightful content to help you navigate the world of personal finance. Sign up now to be the first know when we have a new article available.

Related Articles

Here are some similar articles we think you'll find interesting.

CAPITAL LIFE

5 simple tips to help you boost your savings: a handy retirement planning guide for young professionals

by Chelsey Southern

A recent study by Unbiased found one fifth of Brits have no pension savings. This number is even higher amongst 18-..

READ
CAPITAL LIFE

5 simple tips to help you boost your savings: a handy retirement planning guide for young professionals

by Chelsey Southern

A recent study by Unbiased found one fifth of Brits have no pension savings. This number is even higher amongst 18-..

READ
CAPITAL LIFE

How to get serious about climate change and change your investment habits before it's too late

by Don Fraser

When the world's largest asset management firm, BlackRock, announced sweeping changes to its investment and..

READ