James Thompson
Chartered Financial Planner
Lancashire
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.
My details
I like helping people on:
Pension transfers
Advice to business owners
Pensions – Getting started
Pensions - Approaching retirement
My qualifications:
Chartered Financial Planner
Fellow of Personal Finance Society
My charging model:
Ongoing % fee