Capital are delighted to announce that James Greenly has been recognised as one of the UK’s top young advisers by New Model Adviser, the publication of choice for financial services professionals in the UK.
New Model Adviser recently showcased 35 ‘rising stars’ under the age of 35. These individuals were selected based on certain key criteria that make them stand out; including peer reviews and comments, outstanding attainment in qualifications, their ability to influence the business, specialisms within the investment methodology, work based responsibilities and the development of leading-edge technology.
The Journey So Far
James joined the team as a consultant in October 2015 after deciding to relocate from Norfolk and make his name in the big city. Despite being relatively new to Capital, he has somewhat remarkably amassed over nine years’ experience in financial services. Given he is just 25 years old, that is some achievement.
As well as the ‘day job’ of meeting clients and providing financial planning and advice, James is already involved in all manner of other activities, including technical report writing and cash-flow planning, investment research and marketing. He holds four level 6 advanced qualifications in tax, pension, investment and financial planning, as well as several specialist investment qualifications.
Top 2016 Achievements
James is extremely ambitious and understands that professional credibility is important to client relationships and in 2016 achieved the prestigious Chartered Financial Planner title. Chartered status is considered the ultimate symbol of professionalism.
To achieve Chartered status, an adviser must hold the advanced diploma in financial planning, be a member of the Personal Finance Society and have at least 5 years’ industry experience. James attended his Chartered graduation ceremony in September, which was held at the Chartered Insurance Institutes headquarters in Aldermanbury.
Perhaps even more impressively, James is now the proud owner of a flat in Lewisham, having rented in London until recently. As anyone under the age of 35 in London knows, that is quite some achievement.
And if that wasn’t enough, James is also a member of a relatively new group of forward-thinking financial planners called ‘NextGen Planners’, and after the inaugural round-table several weeks ago, he expects to be a key influencer with regards the direction of the group and the quality of the speakers. They even have Alan Smith shortlisted as a key speaker for one of their 2017 events.