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Finlay Mckay is listed as Financial planning for self-employed professionals that provides balance and delivers financial freedom | Founder FM Wealth at FM Wealth Ltd, Partner Practice at St. James's Place Wealth Management, a company with 3 employees, based in London, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Finlay Mckay.
Finlay Mckay previously worked as Founder at Fm Wealth Ltd, Partner Practice At St. James'S Place Wealth Management and Wealth Management Consultant at St. James’S Place Wealth Management. Finlay Mckay holds Diploma In Regulated Financial Planning from Chartered Insurance Institute.
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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
Listed skills include Derivatives, Financial Analysis, Economics, Investments, and 10 others.
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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.
Other employees you can reach at fmwealth.uk. View company contacts for 3 employees →
Anne Calloway
Colleague at Fm Wealth Ltd, Partner Practice At St. James'S Place Wealth ManagementBristol, England, United Kingdom, United Kingdom
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VK
Victoria King
Colleague at Fm Wealth Ltd, Partner Practice At St. James'S Place Wealth ManagementStamford, England, United Kingdom, United Kingdom
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DI
Daniela Irimescu
Colleague at Fm Wealth Ltd, Partner Practice At St. James'S Place Wealth ManagementHarrow, England, United Kingdom, United Kingdom
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JB
James Burns
Colleague at Fm Wealth Ltd, Partner Practice At St. James'S Place Wealth ManagementRempstone, England, United Kingdom, United Kingdom
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Activities and Societies: Edinburgh University Trading and Investment Club
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Finlay Mckay works for FM Wealth Ltd, Partner Practice at St. James's Place Wealth Management.
Finlay Mckay is listed as Financial planning for self-employed professionals that provides balance and delivers financial freedom | Founder FM Wealth at FM Wealth Ltd, Partner Practice at St. James's Place Wealth Management.
Finlay Mckay is based in London, England, United Kingdom while working with FM Wealth Ltd, Partner Practice at St. James's Place Wealth Management.
Finlay Mckay has worked for Fm Wealth Ltd, Partner Practice At St. James'S Place Wealth Management and St. James’S Place Wealth Management.
Finlay Mckay's colleagues at FM Wealth Ltd, Partner Practice at St. James's Place Wealth Management include Anne Calloway, Victoria King, Daniela Irimescu, and James Burns.
You can use AeroLeads to view verified contact signals for Finlay Mckay at FM Wealth Ltd, Partner Practice at St. James's Place Wealth Management, including work email, phone, and LinkedIn data when available.
Finlay Mckay holds Diploma In Regulated Financial Planning from Chartered Insurance Institute.
Finlay Mckay is listed with skills including Derivatives, Financial Analysis, Economics, Investments, Asset Managment, Capital Management, Tax Efficiency, and Wealth Management.
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