James Thompson Email & Phone Number
Director - Chartered Financial Planner @ Becketts
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James Thompson Location
- Poulton-le-Fylde, GB
James Thompson Work
- 2020 -now Director - Chartered Financial Planner @
- 2019 -2020 Garden Leave @
- 2015 -2019 Senior Consultant @ Taylor Patterson (part of Mattioli Woods plc)
- 2012 -2015 Director @ Taylor Patterson
- 2011 -2012 Associate Director @ Taylor Patterson
- 2009 -2011 Investment Manager @ Taylor Patterson
- 2006 -2009 Wealth Management Adviser @ Taylor Patterson
- 2004 -2006 Wealth Management Administrator @
James Thompson Education
- Leeds Beckett University
BA (Hons) (Accounting & Finance)
1998-2001 - Blackpool Sixth Form College, Poulton-le-Fylde
'A' Levels (Mathematics, English Literature, Law)
1996-1998 - Hodgson High School, Poulton-le-Fylde
GCSE
1991-1996
James Thompson Skills
- Investment Advisory
- Financial Planning
- Wealth Management
- Pensions
- Inheritance Tax Planning
- Tax
- Term Life Insurance
- Investment Strategies
- Strategic Financial Planning
- Key Person Protection
- Shareholder Protection
- High Net Worth Individuals
- Portfolio Management
- Management
- Investment Management
- Investments
- Financial Advisory
- Retirement Planning
James Thompson Summary
- James Thompson, based in Poulton-le-Fylde, GB, is currently a Director - Chartered Financial Planner at Becketts. James Thompson brings experience from previous roles at Garden leave, Taylor Patterson (part of Mattioli Woods plc) and Taylor Patterson. James Thompson holds a 1998 - 2001 BA (Hons) in Accounting & Finance @ Leeds Beckett University. With a robust skill set that includes Investment Advisory, Financial Planning, Wealth Management, Pensions, Inheritance Tax Planning and more. James Thompson has 2 emails and 1 mobile phone numbers on RocketReach.
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