Jim Mcsi Email
Director @ Thomson Gray Wealth Management
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Jim Mcsi Location
- England, United Kingdom
Jim Mcsi Work
- Director @ (December 1996 - Present)
- Chartered Wealth Manager @ Kilby Fox Wealth Management (a trading style of Thomson Gray Wealth Management L (September 2011 - Present)
- Fellow @ (January 2000 - Present)
- Member @ FSB Northants (January 2003 - Present)
- Associate of IFP @ Institute of Financial Planning (January 2006 - November 2015)
- Director @ MagneMiser Limited (Exit) (November 2010 - March 2015)
- Fellow gardener @ Weston Favell Open Gardens (January 2009 - January 2010)
- IFA @ Nationwide Independent FS (January 1990 - January 1996)
Jim Mcsi Education
- Milton Keynes College
HNC in Mechanical and Production Engineering
1982-1986 - Chartered Institute for Securities and Investment
(Securities and Investments, Financial Planning)
2015 - The Personal Finance Society
Fellow of the Personal Finance Society (Financial Planning & Wealth Management)
2011 - Chartered Insurance Institute
Chartered Financial Planner (Financial Planning)
2010 - Page Hill 2010
- Strategic Coach
- Buckingham school
Jim Mcsi Skills
- Wealth Management
- Financial Advisory
- Wealth
- Pensions
- Strategic Financial Planning
- Investment Strategies
- Savings
- Investments
- Mutual Funds
- Personal Finance
- Investment Management
- Financial Markets
- Insurance
- Inheritance Tax Planning
- Strategic Planning
- Retirement Planning
- Retirement
- Protection
- Asset Allocation
- Asset Management
- Alternative Investments
- Tax
- Business Planning
- Portfolio Management
- Small Business
- Financial Planners
- Financial Services
- Employee Benefits
- Trusts
- Estate Planning
- Investment Advisory
- Income Protection
- Estate Tax Planning
- Wealth Management Services
- Finance
- Pension Funds
- High Net Worth Individuals
- Wealth Preservation Planning
- Financial Planning
- Financial Advice
- Strategic Communications
- Retirement Options
- Lifestyle Management
- Networking
- Wealth Accumulation Strategies
- Lifestyle Coaching
- Business Strategy
- Energy Efficiency
- Enterprise Investment Schemes
- Operations Management
- Leadership
- Marketing
- Customer Service
Jim Mcsi Summary
- Jim Mcsi, based in England, United Kingdom, is currently a Director at Thomson Gray Wealth Management Ltd.. Jim Mcsi brings experience from previous roles at Kilby Fox Wealth Management (a trading style of Thomson Gray Wealth Management L, The Personal Finance Society, FSB Northants and Institute of Financial Planning. Jim Mcsi holds a 1982 - 1986 HNC in Mechanical and Production Engineering @ Milton Keynes College. With a robust skill set that includes Wealth Management, Financial Advisory, Wealth, Pensions, Strategic Financial Planning and more. Jim Mcsi has 1 emails on RocketReach.
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