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Based at
Shipman Wealth Management
Position
Director & Chartered Financial Planner
Serving clients in
Bath, Bristol, Somerset, Wiltshire, Cotswolds
James Thomas
Director & Chartered Financial Planner
Having operated as a Financial Planner in both personal finance and corporate sectors, James advises clients on broad range of Financial Planning matters.
James holds Chartered Financial Planner status and obtained a Masters Degree (MBA) in 2004. His knowledge and experience allows him to assist clients in what can be a complex, challenging and forever changing environment. In recent years he has specialised in retirement planning and family wealth management.
James holds Chartered Financial Planner status and obtained a Masters Degree (MBA) in 2004. His knowledge and experience allows him to assist clients in what can be a complex, challenging and forever changing environment. In recent years he has specialised in retirement planning and family wealth management.
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