Here to help
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.
We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Our Services
Wealth Management Service
Wealth management is a comprehensive service that combines financial planning, investment management, tax planning, and estate planning to help you achieve your financial goals.
Life Assurance
At Finesco, we understand the importance of safeguarding your loved ones’ financial future.
Succession & Inheritance Planning
Succession and inheritance planning is the process of preparing for the transfer of your assets, wealth, and business interests to the next generation or your chosen beneficiaries.
Savings and Investments
From childhood, most of us are told to put away money to save for the future.
Pensions
Designed to enable you to save enough money so you can live comfortably in retirement.
Protection
The benefits of insuring ourselves against undesirable events cannot be overlooked.
Long-Term Care
It’s important to consider planning for long-term care to protect you and your family.
Wills and Trusts
If you die without a Will, then the government will decide who will inherit your estate.
Trustee Investment Planning Services
Trustee investment planning involves the strategic management of trust assets to meet the objectives of the trust while adhering to legal and fiduciary responsibilities.
Corporate Investment Planning
Corporate investment planning involves the strategic allocation of a company’s financial resources to achieve its business objectives and maximise shareholder value.
Want to know more?
To find out more or to arrange a meeting with us, please call
0141 332 3113, or email info@finesco.com