Jim Thomson

Chartered Wealth Manager @Thomson Gray Wealth Management

Northampton, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2011 — Present

Chartered Wealth Manager @Thomson Gray Wealth Management

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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

2015

The Chartered Institute for Securities & Investment (The CISI)

Securities and Investments, Financial Planning

2010

Chartered Insurance Institute

Chartered Financial Planner, Financial Planning

1982 — 1986

Milton Keynes College

HNC in Mechanical and Production Engineering

2011

The Personal Finance Society

Fellow of the Personal Finance Society, Financial Planning & Wealth Management

SKILLS

Financial AdviceEnterprise Investment SchemesEstate PlanningRetirementStrategic Financial PlanningLifestyle ManagementInvestment StrategiesAlternative InvestmentsFinancial MarketsTaxWealth Management ServicesWealth Accumulation StrategiesFinancial PlanningAsset AllocationMutual FundsSavingsTrustsInheritance Tax PlanningWealthInvestmentsAsset ManagementSmall BusinessIncome ProtectionFinancial PlannersWealth Preservation PlanningWealth ManagementProtectionEnergy EfficiencyPension FundsEmployee BenefitsPersonal FinanceFinancial ServicesHigh Net Worth IndividualsInsuranceBusiness PlanningOperations ManagementFinancial AdvisoryEstate Tax PlanningPensionsLifestyle Coaching

ABOUT JIM THOMSON

We are specialists in wealth management for professionals and business owners. Helping…

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Jim Thomson — Chartered Wealth Manager at Thomson Gray Wealth Management in Northampton, GB | Unifers