Jan Thompson (DipFA, IMC LLB(Hons))
Financial Planner
London office
What attracted you to a career in wealth management?
With over 18 years of experience in Financial Planning, I entered this field with a unique background. Previously, I practiced Family Law with a law firm before transitioning into wealth management. Holding a Law Degree and the Investment Management Certificate (IMC), I found that my qualifications and legal expertise provided a solid foundation to address clients' complex wealth planning needs.
How do you look after clients?
My role in wealth management revolves around building strong relationships with clients and truly understanding their financial goals. I specialize in investments, retirement planning, and inheritance tax planning. Personalized service is my priority. I tailor portfolios to match what clients want and expect, ensuring their objectives are met. This is achieved through regular contact and a deep understanding of their unique needs, helping clients and their families achieve their financial aspirations.
What are your interests outside of work?
Outside of work, I have a variety of interests. I enjoy travel, exploring different places and cultures. Living in London, I appreciate the vibrant city life and diverse experiences it offers. Additionally, I have a passion for cooking and often experiment with new recipes. When I seek relaxation and adventure, I enjoy walking my dogs, and I'm also a qualified Advanced PADI Diver, exploring the beauty of the underwater world.