We are a passionate group of financial experts who are dedicated to helping our clients achieve their financial goals. Whether you’re looking to invest, save, or plan for retirement, we have the knowledge and experience to guide you every step of the way.
Jim is a conscientious and professional Glasgow-based Independent Financial Adviser (IFA) who joined MAP in early 2022. He has over 30 years extensive experience in the financial services industry and specialises in investments and pensions. He also gives advice in all aspects of financial planning, from protection and insurance to mortgages and equity release.
He began his career in financial planning in 1991 with Britannic Assurance before becoming an Independent Financial Adviser with Thistle Financial Services in 2001. He has gradually built up a substantial following of clients through referrals and acquisition, which is based on trust and affirmation.
The simplest option, if possible, is to alter your existing pension plan(s) by way of fund switching. This means keeping your money in the same plan(s) but changing the underlying investment fund(s) to something with better performance, without necessarily taking any more risk.
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Investing is not done purely by the rich, and equally, bank accounts are not necessarily the best place to maintain excess savings.
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There are many different types of mortgages available on the market. Trying to find the right one to fit your circumstances can therefore be a daunting task, and this can only be made worse when considering the stress if you are moving home too.
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Sometimes life can take a turn for the unexpected. Whatever circumstances life throws at you or your loved ones, make sure you are protected and therefore able to deal with them.
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Our tax planning strategies, when done properly, are quite simple. There is no ingenious formula(e) for success; it is instead all about awareness of legislation, how it affects different people and how it can be legally avoided through planning.
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FCA
Awaiting confirmation of PII
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