William Thomson Email & Phone Number
Director @ Lockhart Capital Management LLP
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William Thomson Location
- Cobham, GB
William Thomson Work
- 2019 -now Director @
- 2014 -2019 Financial Planner - Partner @
- 2013 -2014 Financial Planner @
- 2010 -2013 Financial Planner @
- 2007 -2010 International Wealth Manager @ HSBC International Financial Advisers Ltd
- 2005 -2007 Independent Financial Adviser @ MLP Private Finance
William Thomson Education
- Chartered Institute for Securities & Investments
Certificate in Investments (Securities) (Investments and Securities)
2008-2008 - Chartered Insurance Institute
Chartered Financial Planner (Financial Planning and Services)
William Thomson Skills
- Estate Planning
- Strategic Financial Planning
- Financial Modeling
- High Net Worth Individuals
- Investment Strategies
- Financial Advisory
- High Net Worth
- Investments
- Strategic Financial
- Inheritance Tax Planning
- Public Speaking
- Pensions
- Investment Advisory
- Income Protection
- Financial Analysis
- Strategy
- Wealth
- Retirement Planning
- Wealth Management
- Protection
William Thomson Summary
- William Thomson, based in Cobham, GB, is currently a Director at Lockhart Capital Management LLP. William Thomson brings experience from previous roles at Tilney Group & Bestinvest, Baker Tilly, RSM Tenon and HSBC International Financial Advisers Ltd. William Thomson holds a 2008 - 2008 Certificate in Investments (Securities) in Investments and Securities @ Chartered Institute for Securities & Investments. With a robust skill set that includes Estate Planning, Strategic Financial Planning, Financial Modeling, High Net Worth Individuals, Investment Strategies and more. William Thomson has 2 emails on RocketReach.
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Top Lockhart Capital Management LLP Employees
Jon Bowes
Chief Executive Officer
London, England, United Kingdom
William Thomson
Director
Cobham, GB
Sarah Shaw
Head of Client Services
Woking, GB
Louise Bates
Senior Client Account Executive
Wakefield, GB
Carol Stanger
Director
Aberdeen, GB
Stuart Howard
Chairman
United Kingdom
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