Glasgow Office
Our Glasgow team is here to help you live your best financial life.
Financial planning services in Glasgow
At Finli, our financial planners in Glasgow are here to help you take control of your financial future with expert guidance and a personalised approach. Whether you’re managing today’s uncertainties or planning for tomorrow’s goals, we’re with you every step of the way.
Our financial services in Glasgow include:
- Savings & Investments: Maximise your wealth with strategies designed to grow and protect your assets.
- Retirement & Pensions: Prepare for a secure retirement with expert pension advice and planning strategies.
- Financial Planning: Bring all aspects of your financial life together with a personalised financial plan.
- Mortgages & Protection: Safeguard your financial future with tailored mortgage advice and protection solutions.
- Estate Planning: Ensure your legacy is managed effectively for future generations.
Our Glasgow team is dedicated to helping you achieve your financial goals with confidence. Get in touch with us today to find out more.
Our financial planners in Glasgow
Graeme ShakeshaftChartered Financial Planner
Graeme is a Chartered Fellow Financial Planner with over 20 years of experience in helping clients with their financial plans.
He enables clients to build and preserve wealth so that they can enjoy their lives with the peace of mind that future generations will be taken care of.
Outside of work he enjoys spending time with his two sons (14 & 12), coaching football, playing football, holidays, socialising with friends, boxing, and is currently training for Hyrox.
He also likes doing voluntary work via Mentor coaching with high school children.
Kenny WallaceChartered Financial Planner
Kenny is a Chartered Financial Planner with over 20 years of experience in helping clients with their Financial Plans.
Kenny strives to get to know his clients and their families well, to make sure he can help them navigate through life’s inevitable challenges together.
Outside of work he enjoys playing and watching sport with friends and family.
David ClancyFinancial Planner
David is a Financial Planner with over 20 years experience in helping clients with their Financial Plans with a strong background as a technical researcher and report writer and as a Financial Planner
David takes the time to truly understand the life you want to live, crafting a bespoke financial plan based on your unique story.
Outside of work he enjoys spending time with his family and friends. He tries to keep fit by running and playing golf.
Jennifer DavyFinancial Planner
Jennifer is a qualified Financial Planner with over 15 years’ experience in helping clients with their financial plans.
She wants you to feel confident and at ease about your finances so that you can embrace life to its fullest.
Jennifer is a firm believer that strong financial health brings freedom, opportunity and choice, and wants to support you with the knowledge and guidance to make this happen.
Outside of work, Jennifer is a mum to two amazing humans (teenagers) and a beautiful fur kid (Golden Retriever).
Originally from Australia, she has lived in Scotland for 20 years and in her spare time enjoys being active, exploring the sights and discovering new places to visit.
Linda FlemingFinancial Planner
Linda is a Diploma qualified Financial Planner with almost 30 years industry experience. She has established a reputation as being a trusted and knowledgeable adviser who puts her clients at the heart of everything she does.
Throughout her career Linda has been dedicated to helping her clients and families achieve their financial goals through personalised and strategic planning.
Linda is also known for her analytical skills and ability to navigate complex financial needs, whilst providing her clients with clarity, security and peace of mind.
Outside of work, Linda enjoys walking her two Springer Spaniels; Olly and Copper, she also plays Indoor and Outdoor Bowls at National Level, and volunteers as a District Co-Ordinator for Bowls Scotland, she also loves to travel and experience different cultures.
Scott CampbellFinancial Planner
Scott has worked in financial services for almost 30 years now with a focus on helping clients with their financial plans.
Scott’s aim is to always focus on achieving the best outcome for his clients, with his team and him on hand to help deliver what clients need on an ongoing basis.
Outside of work his spare time is taken up by Ice Hockey as he has 2 sons who play and coaches an amateur team in Kilmarnock. When not doing this he reads a lot of books and watches a lot of sport on TV.
Martin CooperFinancial Planner
Martin is a Diploma qualified Financial Planner with over 25 years in Financial Services, helping clients with their financial plans.
He provides his clients with independent, bespoke & truly holistic financial advice in helping them achieve their long-term retirement, investment & protection objectives.
Outside of work he enjoys spending time with family and friends, playing golf and going to as many live concerts as he can.
Frazer GourlayFinancial Planner
Frazer is a Diploma qualified Financial Planner with over 4 years experience in helping clients with their financial plans.
He has spent the last 4 years working in paraplanning alongside the financial planners, doing technical research and creating personalised recommendations for clients.
Frazer’s specialist area is in creating detailed financial plans, tailored to his client’s unique goals & circumstances. He is focused on ensuring that his clients understand their financial plan and feel good about their financial future.
Outside of work he enjoys spending time with his daughter (3), playing football, gym, holidays, socialising with friends and swimming.
John McCroryFinancial Planner
John is a Financial Planner with over 27 years of experience helping his clients with their Financial Planning needs.
He looks to help his clients build and preserve wealth so that they can enjoy their lives as well as helping ensure future generations will be taken care of.
Outside of work he enjoys spending time with his family and friends, he is a keen cyclist and still races competitively.
Gordon WatsonFinancial Planner
Gordon is a qualified Financial Planner with over 30 years industry experience.
Gordon’s expertise lie in building lasting relationships with his clients, understanding their needs, and providing tailored solutions.
He has extensive experience in retirement planning, investment advice, trusts and estate planning.
He has been fortunate enough to guide hundreds of clients in their financial journey over the years and believe that a simple, holistic approach to planning is the secret to success.
Gordon aims to help his clients navigate each life stage, moving towards their goals at a pace that suits each individual.
When he’s not meeting with his clients, he enjoys holidays abroad with his family, reading and playing golf.
Emma WilsonMortgage & Protection Planner
With over 17 years of experience in the financial services sector, Emma brings a wealth of knowledge and a deep understanding of the mortgage market to her clients.
Holding the CII Certificate in Mortgage Advice and Equity Release, Emma is a trusted expert in navigating even the most complex lending scenarios.
Emma takes pride in offering a tailored, strategic approach to mortgage advice, ensuring every client receives clear, personalised guidance no matter how complex their needs
Outside of work, Emma enjoys spending time with her family and is a proud supporter of her husband and two children, who all play ice hockey. She also has a strong interest in fitness, particularly weight training.