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