Jim Thomson Fpfs Mcsi
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Jim Thomson Fpfs Mcsi Email & Phone Number

Chartered Financial Planner Director at Thomson Gray Wealth Management Ltd. at Thomson Gray Wealth Management Ltd.
Location: Greater Northampton Area, United Kingdom 8 work roles 8 schools
1 work email found @thomsongray.co.uk LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

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Role
Chartered Financial Planner Director at Thomson Gray Wealth Management Ltd.
Location
Greater Northampton Area, United Kingdom
Company size

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Jim Thomson Fpfs Mcsi is listed as Chartered Financial Planner Director at Thomson Gray Wealth Management Ltd. at Thomson Gray Wealth Management Ltd., a with 7 employees, based in Greater Northampton Area, United Kingdom. AeroLeads shows a work email signal at thomsongray.co.uk and a matched LinkedIn profile for Jim Thomson Fpfs Mcsi.

Jim Thomson Fpfs Mcsi previously worked as Director at Thomson Gray Wealth Management Ltd. and Chartered Wealth Manager at Kilby Fox Wealth Management (A Trading Style Of Thomson Gray Wealth Management Limited). Jim Thomson Fpfs Mcsi holds Securities And Investments, Financial Planning from Chartered Institute For Securities And Investment.

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Email format at Thomson Gray Wealth Management Ltd.

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{first}@thomsongray.co.uk
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Profile bio

About Jim Thomson Fpfs Mcsi

We are specialists in wealth management for professionals and business owners. Helping our clients visualize their financial future, plan to achieve their lifestyle goals and manage their assets to minimise tax, create, protect and preserve wealth. Our clients meet their lifestyle goals by following a clear path we provide for them, taking time to understand their concerns and providing clear explanations. This is why 99% of our clients have come to us by personal recommendation. We also have a 99.9% retention rate of clients.With over 20 years experience in the financial planning industry Jim has built up a wealth of knowledge which he uses to provide innovative solutions for his clients who are principally business owners, directors and senior managers. He is one of only 3% of advisers to hold Fellowship of The Personal Finance Society as well as being a Chartered Financial Planner.Jim also works with many professionals such as doctors, dentists, solicitors and accountants either as clients or as introducers and is fully conversant with the many strategies to assist them with tax planning and employee benefits. Jim’s goal is to be the first person his clients call on when they have any changes to their lifestyle and financial circumstances and to have fun whilst delivering the highest possible standard of wealth management advice.Specialties: Goals based, lifestyle financial planning and wealth management.Tax planning. Estate preservation. Specialist pensions advice. Investment strategy.

Listed skills include Wealth Management, Financial Advisory, Pensions, Wealth, and 46 others.

Current workplace

Jim Thomson Fpfs Mcsi's current company

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Thomson Gray Wealth Management Ltd.
Thomson Gray Wealth Management Ltd.
Chartered Financial Planner Director at Thomson Gray Wealth Management Ltd.
northampton, northamptonshire, united kingdom
Employees
7
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8 roles · 37 years

Jim Thomson Fpfs Mcsi work experience

A career timeline built from the work history available for this profile.

Director

Current

Northampton, United Kingdom

We are specialists in wealth management for professionals. Helping our clients visualise their financial future, plan to achieve their lifestyle goals and manage their assets to minimise tax, create, protect and preserve wealth. Our clients meet their lifestyle goals by following a clear path we provide for them, taking time to understand their concerns and providing clear explanations. This is why 99% of our clients have come to us by personal recommendation. We also have a 99.9% retention rate of clients.In 2010-2011 we invested over 23% of our net income on staff development and training to better serve our clients. Every year we invest in the latest and most sophisticated software and solutions to help us best assist our clients - last year this was around 10% of our net income. All Planners are Diploma, Advanced Diploma or Fellow qualified. With one Chartered Financial Planner. Jim is a company director, Chartered Financial Planner, Fellow of The Personal Finance Society and Senior Investment and Pension Consultant with great technical expertise including qualifications in the pension transfer, pension fund withdrawal and inheritance tax planning markets. In addition, Jim holds advanced qualifications in the investment, tax planning and corporate markets. “To be able to meet clients expectations requires an in depth understanding of their feelings, attitudes and aspirations and using these, helps me to model a specific solution for each of my clients”.

Dec 1996 - Present

Chartered Wealth Manager

Current
Kilby Fox Wealth Management (A Trading Style Of Thomson Gray Wealth Management Limited)

Northampton, United Kingdom

Lifestyle financial planning and wealth management to clients of Kilby Fox - Accountants and Business Advisers. Thomson Gray Wealth Management provide all financial planning and wealth management advice to clients of Kilby Fox. Thomson Gray will provide advice to new and existing clients under the trading style of Kilby Fox Wealth Management.

Sep 2011 - Present

Fellow

Current

The PFS sets the standards for technical knowledge, customer service and ethical practice across the entire financial advice community. Less than 3% of advisers are qualified at Fellow level, with less than 1000 in the UK.To achieve its aims, the Society provides its members with access to technical qualifications, learning materials, support services and practical benefits.The Personal Finance Society is uniquely placed, as a lobbying and campaigning organisation to support consumer demands for reliable, professional advice. It also works with the regulator to represent its members' interests and help to shape the environment within which advice is given.

2000 - Present ~26 yrs 7 mos

Member

Current
Fsb Northants
2003 - Present ~23 yrs 7 mos

Associate Of Ifp

Institute Of Financial Planning

Northampton, United Kingdom

2006 - Nov 2015

Director

Magnemiser Limited (Exit)

Northampton

Magnemiser is a supplier and installer of magnetic fuel conditioning systems – a new technology that is helping businesses and homeowners all over the world to reduce their fuel bills and their carbon emissions by achieving more efficient gas combustion.We do this by fitting extremely powerful, double nickel coated neodymium magnets to the outside of fuel lines feeding into gas boilers. This results in a molecular reaction which improves combustion and leads to fuel savings commonly between 6% and 10%, with return on investment usually under twelve months.Leading organisations including Pfizer, Eli Lilly, Heinz, GE, Bernard Matthews and many others have benefited from this type of fuel conditioning.Magnemiser's system is the only technology of this type to be verified by the EU TRITECH ETV Scheme. Our products have been independently tested and found to save at least 6% on hydrocarbon burning boilers.

Nov 2010 - Mar 2015

Fellow Gardener

Weston Favell Open Gardens
2009 - 2010 ~1 yr

Ifa

Nationwide Independent Fs
1990 - 1996 ~6 yrs
Team & coworkers

Colleagues at Thomson Gray Wealth Management Ltd.

Other employees you can reach at thomsongray.co.uk. View company contacts for 7 employees →

8 education records

Jim Thomson Fpfs Mcsi education

Fellow Of The Personal Finance Society, Financial Planning & Wealth Management

The Personal Finance Society

Chartered Financial Planner, Financial Planning

Chartered Insurance Institute

Education record

Page Hill

Education record

Page Hill

Education record

Strategic Coach

Hnc In Mechanical And Production Engineering

Milton Keynes College

Education record

Buckingham School
FAQ

Frequently asked questions about Jim Thomson Fpfs Mcsi

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What company does Jim Thomson Fpfs Mcsi work for?

Jim Thomson Fpfs Mcsi works for Thomson Gray Wealth Management Ltd..

What is Jim Thomson Fpfs Mcsi's role at Thomson Gray Wealth Management Ltd.?

Jim Thomson Fpfs Mcsi is listed as Chartered Financial Planner Director at Thomson Gray Wealth Management Ltd. at Thomson Gray Wealth Management Ltd..

What is Jim Thomson Fpfs Mcsi's email address?

AeroLeads has found 1 work email signal at @thomsongray.co.uk for Jim Thomson Fpfs Mcsi at Thomson Gray Wealth Management Ltd..

Where is Jim Thomson Fpfs Mcsi based?

Jim Thomson Fpfs Mcsi is based in Greater Northampton Area, United Kingdom while working with Thomson Gray Wealth Management Ltd..

What companies has Jim Thomson Fpfs Mcsi worked for?

Jim Thomson Fpfs Mcsi has worked for Thomson Gray Wealth Management Ltd., Kilby Fox Wealth Management (A Trading Style Of Thomson Gray Wealth Management Limited), The Personal Finance Society, Fsb Northants, and Institute Of Financial Planning.

Who are Jim Thomson Fpfs Mcsi's colleagues at Thomson Gray Wealth Management Ltd.?

Jim Thomson Fpfs Mcsi's colleagues at Thomson Gray Wealth Management Ltd. include Edward Wild Ba (Hons), Sue Shears, and Lauren Wardle Dippfs.

How can I contact Jim Thomson Fpfs Mcsi?

You can use AeroLeads to view verified contact signals for Jim Thomson Fpfs Mcsi at Thomson Gray Wealth Management Ltd., including work email, phone, and LinkedIn data when available.

What schools did Jim Thomson Fpfs Mcsi attend?

Jim Thomson Fpfs Mcsi holds Securities And Investments, Financial Planning from Chartered Institute For Securities And Investment.

What skills is Jim Thomson Fpfs Mcsi known for?

Jim Thomson Fpfs Mcsi is listed with skills including Wealth Management, Financial Advisory, Pensions, Wealth, Investments, Investment Strategies, Strategic Financial Planning, and Financial Services.

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