James Thomas

A brief introduction

Having operated as a financial planner in both Personal Finance and Corporate sectors, I advise clients on broad range of financial planning matters.


I hold Chartered Financial Planner status and obtained a Masters Degree (MBA) in 2004.

My knowledge and experience allows me to assist clients in what can be a complex, challenging and forever changing environment.

In recent years I have specialised in Retirement Planning and Family Wealth Management.


Wealth management
Retirement Planning
Inheritance Tax and Estate Planning
Business/Personal Protection

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