The Team at Greene Financial Services
Stephen Greene
Financial Planner
Stephen joined the industry in March 1987 working for Prudential Assurance Company Ltd as an Insurance Agent and progressed to become a qualified Financial Advisor. In September 1992 he left Prudential and joined the family business, Noel S Greene Insurance Brokers.
Stephen is a member of the Personal Finance Society, formally known as the Association of Independent Financial Advisers. From 1991 through to 2001 Stephen was the Northern Ireland Regional Chairman for the Association.
Stephen holds or has been awarded;
- Diploma in Financial Planning
- Mortgage Advice Qualification
- BSc (Hons) Mathematics and Geography
James Greene
Paraplanner
James joined the team in 2013 following experience working as a Software Engineer and in the Medical Physics industry.
James holds or has been awarded;
- Diploma in Financial Planning
- Certificate in Mortgage Advice
- BSc (Hons) Physics and Computer Science.
Gemma Greene
Office Manager
Gemma has been working in Greene Financial Services since 1997. Her expertise is in financial compliance and report writing along with regulatory matters, while also managing the efficient day to day running of the office.
Gemma holds or has been awarded;
- BA (Hons) Music and English
- Training in Compliance.
