James Thompson Email & Phone Number
Director - Chartered Financial Planner @ Becketts
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James Thompson Location
- Poulton-le-Fylde, GB
James Thompson Work
- Director - Chartered Financial Planner @ (January 2020 - Present)
- Garden Leave @ (July 2019 - January 2020)
- Senior Consultant @ Taylor Patterson (part of Mattioli Woods plc) (September 2015 - July 2019)
- Director @ Taylor Patterson (August 2012 - September 2015)
- Associate Director @ Taylor Patterson (August 2011 - August 2012)
- Investment Manager @ Taylor Patterson (August 2009 - August 2011)
- Wealth Management Adviser @ Taylor Patterson (August 2006 - August 2009)
- Wealth Management Administrator @ (July 2004 - July 2006)
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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