Freephone us today on 0800 0321419
Jim holds the Diploma in Regulated Financial Planning, the Certificate in Mortgage Advice and in addition, the Discretionary Investment Management qualification, all from the Chartered Insurance Institute. He is a member of the Personal Finance Society, the Society of Mortgage Professionals and the Chartered Insurance Institute.
Having spent 13 years in the Royal Air Force, Jim joined the financial services industry in 2014, becoming a financial adviser in 2015 and an Independent Adviser in 2017. Jim joined the Throgmorton Team in 2022.
Jim specialises in helping people who are approaching retirement to plan their financial strategy. He also specialises in investment management and Inheritance Tax mitigation and trust planning. Jim also advises business clients with regard to insurance and investment options. He says there is nothing he enjoys better than “helping people to understand risk and how to develop a long-term outlook for greater financial security.”
Jim lives with his Partner and they have a daughter. Outside of work, Jim enjoys films and documentaries and is fascinated by history and the world around us. Jim also likes cooking, especially BBQs. Jim also likes to keep fit and enjoys running (half marathons), swimming, gym and tennis.
Email: ja.kingswood@throgmortonltd.co.uk
Phone: 0800 032 1419