Meet the Senior Team

Kevin Finlayson - Technical Director

Kevin Finlayson

Kevin Finlayson joined MacIntosh James & Partners as a Technical Director in March 2010.

Kevin is responsible for the MacIntosh James & Partners retirement planning propositions during both accumulation and decumulation phases, and uses UK based and offshore pension structures to provide the most appropriate financial solution for clients. He also provides guidance in the areas of savings and investments as well as insuring against future potential inheritance tax liabilities for individuals resident and domiciled in the UK and overseas.

Since graduating from university with a BA Honours degree in Business & Finance in 1996, which proved surprisingly helpful in financial planning, in particular when setting-out and articulating complex analysis and recommendations, Kevin has achieved Chartered Financial Planner status, holds the Investment Management Certificate as well as several examinations from the Pensions Management Institute.

Whilst qualifications provide a foundation level of understanding, it is 16 years of quality experience dealing primarily with high net worth individuals, married with these qualifications, which results in Kevin being highly regarded in his field.

After graduating he joined a bespoke financial advising practice in Bristol, before joining Ernst & Young Financial Management as a Technical Adviser in 2001. Whilst Ernst & Young Financial Management has since changed its name on a number of occasions, he remained there for nine years, becoming their Regional Technical Manager for the North of England and Scotland, before joining MacIntosh James & Partners.

 

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