How your peers invest clients' money: Finesco Financial

How Glasgow-based Finesco Financial invests clients' money

clock

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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Party politics: Why investors should celebrate AIM's 30th birthday, even if the government won't

Party politics: Why investors should celebrate AIM's 30th birthday, even if the government won't

AIM has helped 4,000 businesses raise £135bn since launch

Eustace Santa Barbara
clock 19 June 2025 • 4 min read
AIM at 30: Why advisers should take a fresh look at the UK's junior market

AIM at 30: Why advisers should take a fresh look at the UK's junior market

'We see AIM as a jewel in the crown with long-term appeal for the right clients'

Oliver Brown
clock 17 June 2025 • 4 min read
Taking the rough with the smooth: How to navigate global market volatility

Taking the rough with the smooth: How to navigate global market volatility

'Like investing, smoothing isn't one-size-fits-all'

James Tothill
clock 13 June 2025 • 4 min read