James Greenly Email & Phone Number
Relationship Director @ Cooper Parry
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James Greenly Location
- London, GB
James Greenly Work
- 2023 -now Relationship Director @
- 2022 -2023 Wealth Planning Specialist @
- 2015 -2022 Financial Planner @
- 2015 -2015 Financial Planner @
- 2012 -2014 Portfolio Analyst (at RJL IFA Ltd) @
- 2007 -2012 Administrator (at R J Litten and Partners) @
James Greenly Skills
- Inheritance Tax Planning
- Wealth
- Holistic Financial Planning
- SIPP
- High Net Worth Individuals
- Financial Advisory
- Investments
- Portfolio Management
- Retirement Planning
- Financial Planning
- Wealth Management
- Financial Services
- Investment Advisory
- Asset Management
- Investment Management
- Finance
James Greenly Summary
- James Greenly, based in London, GB, is currently a Relationship Director at Cooper Parry. James Greenly brings experience from previous roles at Vanguard, Capital Asset Management, Lucas Fettes Financial Planning and Smith & Pinching. With a robust skill set that includes Inheritance Tax Planning, Wealth, Holistic Financial Planning, SIPP, High Net Worth Individuals and more. James Greenly has 2 emails on RocketReach.
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