James Thompson FPFS IMC

Director - Chartered Financial Planner

James began his career in Financial Services in 2004, joining Taylor Patterson as an Investment Administrator, before becoming an Investment Adviser in 2006 and ultimately a company Director and Shareholder.

James has attained the highest level of professional qualification via the Chartered Insurance Institute (CII) and is a Fellow of the Personal Finance Society (FPFS). James advises on the full range of financial planning needs and specialises in Investment and Portfolio Management. James held a key role on the Taylor Patterson Investment Committee and will bring this experience and knowledge into the Becketts’ investment and planning solutions. James is also a proponent of strategic financial planning and bespoke planning arrangements for family and corporate.
 

Ways to get in touch with James:

  Call: 07426076384    Email: James@beckettsfs.co.uk