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Jack Thompson, Chartered MCSI

Private Wealth Advisor

Holding Chartered Status, Jack specialises in delivering holistic, independent financial advice to clients globally.

Having graduated from one of the UK’s top business schools with a degree in Economics, Jack has continued his professional development in achieving the Chartered Institute for Securities and Investment’s Level 4 Diploma in Investment Advice.

Jack is known for his technical abilities with expertise in UK Pension Advice, home country repatriation and asset protection and estate, inheritance tax, and trust planning.

Aside from the more technical aspects of financial advice, relationships are of the utmost importance to Jack. He enjoys building long term, professional & personal relationships with his clients.

Areas of Expertise

• Pension Analysis, Advice, and Management

• Retirement Planning

• Inheritance Tax Planning

• Tax Planning

• Investment Portfolio Management

• Property Portfolio Advice

• Private Client Wealth and Estate Planning

• Complex Multi-Jurisdictional Financial Planning

Qualifications & Awards

CISI Level 4 Diploma in Investment Advice

Chartered Member of the Chartered Institute of Securities and Investment (CISI)

CISI Level 4 Financial Planning & Advice

CISI Level 4 Investment, Risk and Taxation

CISI Level 4 UK Regulation & Professional Integrity

Economics BSc (Hons)

International Business BA (Hons)

Regions Covered

  • Middle East
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Recognition

I have been a client of Jack's for a number of years and his service has been second to none. He has provided honest advice and has always looked out for my best interests. What I especially like about Jack is that he is able to cut through the financial jargon and explain complex... Read Full Quote

Daniel Farebrother

26/03/2022

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Jack and the team at AHR have been highly professional and super helpful. Easy to work with, clear on what the process would be and responsive.

Jonathan Kirby

20/04/2023

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First class service and nothing to much trouble to assist. I would recommend Jack for his assistance and professional approach to anyone.

Andy Morrison

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