With over 45 years of experience in the finance industry, Jim is the founder and Managing Director of Finesco Financial Services Ltd, established in Glasgow in 1984. Under his leadership, Finesco has become a trusted provider of personal financial advice to both individuals and businesses.

As an independent firm, Finesco is fully dedicated to understanding and addressing the unique needs of its clients, ensuring tailored financial solutions. With a long-standing and committed workforce, Jim continues to emphasize client-centric values, integrity, and professionalism, driving Finesco’s long term success in the financial services sector.

John is our Senior Consultant and has been in the financial services profession for 40 years and with Finesco since 1987. He has amassed considerable experience in dealing with professional intermediaries and is highly regarded by Accountants and Solicitors throughout the UK as a specialist Wealth Manager and Independent Financial Adviser . John is fully conversant with taxation, legislation , investments and the financial planning marketplace and has been a speaker at courses and conference’s for over 35 years and regularly comments on BBC and Commercial Radio and Television programmes as a financial expert on topical matters of a financial nature.

Marion has over 3 decades of experience in most aspects of financial services. She is also an experienced telephone counsellor.

For the last 20 years she has been with Finesco providing expert advice and guidance; with a focus on building long term relationships with clients and with their professional advisors.

Marion is a member of the Personal Finance Society. She holds the necessary qualification on the specialist area of long-term care planning. This is extremely relevant for clients today, and she works closely with other professionals in this complex area of advice. Thereby, helping to ensure the guidance is relevant and curated to your exact needs.

We are delighted that she has been awarded certification by Crossfields Institute/ Living Well Dying Well as an End-of-Life Doula. Marions intention is to provide this as an additional, optional service for clients. She is a member of End-of-Life Doula UK Ltd.

When not helping clients, Marions enjoys weight/resistance training, yoga, NIA dance, and generally keeping fit and active. She also supports causes that promote the wellbeing of Staffordshire Bull Terriers, aiming to promote this incredibly special and at times maligned breed.

She holds a practitioner certificate in Quantum Healing and has completed Reiki 1 and 2, all of which adds to her unique set of skills.

David is a dedicated consultant at Finesco and a fully qualified independent financial adviser with a passion for helping clients achieve their financial goals. With a commitment to excellence, he is currently working towards achieving chartered status, further solidifying his expertise in the field.

David specialises in providing tailored financial solutions that align with each client’s unique personal circumstances. He takes pride in understanding the specific needs and aspirations of his clients, guiding them towards financial strategies that support their individual objectives. David’s approach is client-centric, focusing on building lasting relationships based on trust, transparency, and a deep understanding of each client’s financial landscape.

With his knowledge and experience, David is well-equipped to navigate the complexities of financial planning. He is dedicated to empowering his clients, ensuring they are well-informed and confident in their financial decisions.