Personal Finance Society
Jim Thomson FPFS MCSI serves as the Director of Thomson Gray Wealth Management Ltd. since December 1996, specializing in wealth management for professionals to aid clients in achieving lifestyle goals while managing assets for tax efficiency and wealth preservation. As a Chartered Wealth Manager at Kilby Fox Wealth Management, Jim provides comprehensive financial planning services to clients associated with Kilby Fox - Accountants and Business Advisers. Jim holds a Fellow designation from The Personal Finance Society, a distinction achieved by less than 3% of advisers in the UK, and has been an active member of various professional organizations since 2000. Previous experience includes a directorial role at MagneMiser Limited, focused on innovative fuel conditioning technology, and a background as an Independent Financial Adviser at Nationwide Independent FS. Educational qualifications include Fellow of the Personal Finance Society and Chartered Financial Planner designations, among others in financial planning and engineering.
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Personal Finance Society
The Personal Finance Society (PFS) is the pre-eminent professional membership body for financial planners and those in related roles. With more than 40,000 members across the UK and internationally, the PFS encourages the highest standards of professionalism. The PFS is part of the Chartered Insurance Institute, a Royal Charter corporation founded in 1912, which comprises a group of companies that span the insurance and personal finance sectors