Orkney Office
Our Orkney team is here to help you live your best financial life.
Financial planning services in Orkney
At Finli, our financial planners in Orkney 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 Orkney 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 Orkney 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 Orkney
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.
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.
Rebecca CanningFinancial Planner
Rebecca is a Diploma qualified Financial Planner with over 17 years’ experience in the financial services industry.
Rebecca’s main aim is to get to know her clients, their current financial situation, and where they want to be in life and in finance, helping to identify any gaps or opportunities.
A key focus for Rebecca is enhancing financial education and understanding as she believes anyone can learn to be confident in their financial plan.
Outside of work, she enjoys reading, baking, and long walks on Orkney’s beautiful beaches with her crazy black labrador, Rex.
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.