James Thomas Email
Director, Chartered Financial Planner @ Amber River Shipman Wealth
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James Thomas Location
- Bath, GB
James Thomas Work
- Director, Chartered Financial Planner @ (January 2018 - Present)
- Chartered Financial Planner at Mercer, formerly Jelf Financial Planning @ (August 2011 - December 2017)
- Wealth Management Associate @ (October 2007 - August 2011)
- Service Manager @ CPI Bath Press (January 2006 - October 2007)
- Production Manager @ CPI Bath Press (December 2003 - January 2006)
James Thomas Education
- University of Bath
MBA
2002-2004 - The Manchester Metropolitan University
BA (Hons) Business (Sport and Recreation)
1994-1997
James Thomas Skills
- Financial Advisory
- Financial Planning
- Financial Risk
- Financial Services
- High Net Worth Individuals
- Investments
- Management
- Pensions
- Portfolio Management
- Relationship Management
- Retirement
- Retirement Planning
- Risk Management
- Strategic Financial Planning
- Wealth Management
James Thomas Summary
- James Thomas, based in Bath, GB, is currently a Director, Chartered Financial Planner at Amber River Shipman Wealth. James Thomas brings experience from previous roles at Mercer, Lloyds TSB and CPI Bath Press. James Thomas holds a 2002 - 2004 MBA @ University of Bath. With a robust skill set that includes Financial Advisory, Financial Planning, Financial Risk, Financial Services, High Net Worth Individuals and more. James Thomas has 1 emails on RocketReach.
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Top Amber River Shipman Wealth Employees
Ben Yearsley
Chair, Investment Committee
Bristol, GB
Jo Weekes
Financial Controller
Exeter, England, GB
David Groves
Independent Financial Advisor
Canterbury, GB
Kate McIpd
Head of HR
Bath, GB
Neil Gore
Chartered Financial Planner
United Kingdom
Peter Ellis
Exec. Chair
Exeter, England, GB
Neil Miller
Financial Planner at Shipman Wealth Management
Storrington, GB
David Gardiner
Independent Financial Advisor
Exeter, England, GB
Amanda Fcsi
Chief Executive Officer
United Kingdom
Sarah Smith
Finance Director
United Kingdom
Bradley Goodman
Financial Planner
Exeter, GB
Joy Wisniewski
Financial Planner
Bath, GB
Laura Pfs
Paraplanner
Bath, GB
Amber Blannin
Head of Support Operations
United Kingdom
Rachel Dippfs
Senior Paraplanner
Exeter, GB
Edward Fpfs
Head of Compliance
Bath, GB
Tom McLintock
Financial Planning Manager and Chartered Financial Planner
Bristol, England, GB
Rachel Dippfs
Associate Financial Planner
United Kingdom
Lee Cleaves
Chartered Financial Planner
Taunton, GB
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