In the first of a new series exploring firms' investment processes, Brendan Llewellyn uncovers Glasgow-based IFA Finesco Financial Services' approach...
A quick bit about Finesco Established in 1984, Finesco has a team of six advisers with paraplanner support and a long-standing relationship with a firm of tax consultants in the Algarve – euroFINESCO s.a. – which advises on taxation and fiscal residence. This profile is based on an interview with managing director Jim Dowds. What is Finesco's general investment approach? Creating and managing investment portfolios is an essential part of the Finesco client service, founded on a rigorous client approach designed to establish the best possible understanding of their terms of...
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