Jamesthompson_LG

James Thompson

James is a Chartered Financial Planner and an Associate of the Personal Finance Society (APFS). He is also a member of the CFA Society of the UK and holds the Investment Management Certificate (IMC) qualification.

James is responsible for investigating, creating and maintaining financial planning strategies for High Net Worth (HNW) individuals. This includes tax planning, risk profiling, retirement planning, investment management and family protection.