James Thomas

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

My background

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
Contact James

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