Holly Mckay
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    • Home • Advice • Advisers
    James Thompson

    James Thompson

    Chartered Financial Planner

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    Lancashire

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    About me

    I wake up excited to see what the day will bring. I love to meet new client families and find out about them, their background and their plans for the future.

    I love to see a financial plan come to fruition and to see a client fulfil their goals and aspirations.

    Alongside looking after the best interests of our loyal clients, I also play an important and influencing role in Becketts' investment management, regulatory compliance and business strategy.

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    My details

    I like helping people on:

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    Pension transfers

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    Advice to business owners

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    Pensions – Getting started

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    Pensions - Approaching retirement

    My qualifications:

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    Chartered Financial Planner

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    Fellow of Personal Finance Society

    My charging model:

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    Ongoing % fee

    Important stuffHolly and the team have worked in the finance industry for many years but we are not regulated to give you personal financial advice. For every story on this website about a good investment, or something which went up by 10% or made someone £200, we could also share a story about a bad investment, something which fell in value or lost someone £200. We aim to provide general information and pointers – and btw we are totally agnostic about which providers you might pick – but if you have complex affairs, want personalised advice or need specific recommendations, please look at advice pages and see if regulated digital or traditional financial advice would be the best solution for your needs. Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
    Risk warningAs is always the case with investing, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. Tax treatment depends on your individual circumstances and may change in the future.
    Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
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