Jim Thomson
Chartered Wealth Manager @Thomson Gray Wealth Management
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WORK HISTORY
Chartered Wealth Manager @Thomson Gray Wealth Management
Northampton, GB
Lifestyle financial planning and wealth management to clients of Kilby Fox - Accountants and Business Advisers. Thomson Gray Wealth Management provide all financial planning and wealth management advice to clients of Kilby Fox. Thomson Gray will provide advice to new and existing clients under the trading style of Kilby Fox Wealth Management.
EDUCATION
The Chartered Institute for Securities & Investment (The CISI)
Securities and Investments, Financial Planning
Chartered Insurance Institute
Chartered Financial Planner, Financial Planning
Milton Keynes College
HNC in Mechanical and Production Engineering
The Personal Finance Society
Fellow of the Personal Finance Society, Financial Planning & Wealth Management
SKILLS
ABOUT JIM THOMSON
We are specialists in wealth management for professionals and business owners. Helping…
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