Finlay Mckay

Finlay Mckay Email and Phone Number

Financial planning for self-employed professionals that provides balance and delivers financial freedom | Founder FM Wealth @ FM Wealth Ltd, Partner Practice at St. James's Place Wealth Management
london, england, united kingdom
Finlay Mckay's Location
London, England, United Kingdom, United Kingdom
Finlay Mckay's Contact Details

Finlay Mckay personal email

About Finlay Mckay

I am passionate about helping people organise their finances to get what they really want in life.I work with busy self-employed professionals and their families, specialising in partners and barristers. Working together, the primary focus is to help achieve balance: the present with the future, work with life and plans with actions. The main goals I can help you achieve are to:▶ determine your range of possible financial scenarios and help set aims and objectives ▶ organise your financial life and provide you with more time ▶ provide for the education and security of your children ▶ protect you and your family against unexpected risks ▶ secure financial independence and financial peace of mind in retirement ▶ leave a lasting legacyAs your adviser I promise you three things:✔️ To listen and understand you first so I can best guide your financial journey. ✔️ Make decisions clear and simple so that you can feel confident. I help clear the fog so that you can see the landscape more clearly.✔️ To leave you feeling more confident after each meeting and closer to a financially sustainable future.The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested.FM Wealth Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management Plc ( which is authorised and regulated by the Financial Conduct Authority). The title 'Partner Practice' is the marketing term used to describe St. James's Place representatives.SJP Approved 09/02/2023

Finlay Mckay's Current Company Details
FM Wealth Ltd, Partner Practice at St. James's Place Wealth Management

Fm Wealth Ltd, Partner Practice At St. James'S Place Wealth Management

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Financial planning for self-employed professionals that provides balance and delivers financial freedom | Founder FM Wealth
london, england, united kingdom
Website:
fmwealth.uk
Employees:
3
Finlay Mckay Work Experience Details
  • Fm Wealth Ltd, Partner Practice At St. James'S Place Wealth Management
    Founder
    Fm Wealth Ltd, Partner Practice At St. James'S Place Wealth Management Nov 2016 - Present
    FM Wealth help clients to organise their financial lives in such a way as to maximise the opportunity of achieving what is most important to them and their families. FM Wealth work with those clients to ensure their plans and resources continue to be aligned with their goals and values.
  • St. James’S Place Wealth Management
    Wealth Management Consultant
    St. James’S Place Wealth Management Oct 2013 - Oct 2016
    London
  • St. James’S Place Wealth Management
    Trainee Wealth Management Consultant
    St. James’S Place Wealth Management Oct 2010 - Oct 2013
    London

Finlay Mckay Skills

Derivatives Financial Analysis Economics Investments Asset Managment Capital Management Tax Efficiency Wealth Management Equities Portfolio Management Hedge Funds Venture Capital Trusts Enterprise Investment Schemes Asset Management

Finlay Mckay Education Details

Frequently Asked Questions about Finlay Mckay

What company does Finlay Mckay work for?

Finlay Mckay works for Fm Wealth Ltd, Partner Practice At St. James's Place Wealth Management

What is Finlay Mckay's role at the current company?

Finlay Mckay's current role is Financial planning for self-employed professionals that provides balance and delivers financial freedom | Founder FM Wealth.

What is Finlay Mckay's email address?

Finlay Mckay's email address is fi****@****ail.com

What schools did Finlay Mckay attend?

Finlay Mckay attended Chartered Insurance Institute, The University Of Edinburgh, The University Of Edinburgh.

What skills is Finlay Mckay known for?

Finlay Mckay has skills like Derivatives, Financial Analysis, Economics, Investments, Asset Managment, Capital Management, Tax Efficiency, Wealth Management, Equities, Portfolio Management, Hedge Funds, Venture Capital Trusts.

Who are Finlay Mckay's colleagues?

Finlay Mckay's colleagues are Anne Calloway, Victoria King, James Burns, Daniela Irimescu.

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