James Thompson

James Thompson

Chartered Financial Planner

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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:

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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