Our People

Iain McKay

Role

Investment Adviser Representative

Location

United States

Previous Experience

  • 05/2009 – 12/2020 Financial Advisor – Abbey Wealth
  • 09/2006 – 05/2009 Property Finance Broker – Self Employed
  • 08/2005 – 09/2006 Relationship Manager – Santander Central Hispano
  • 03/2000 – 08/2005 Branch Manager – Royal Bank of Scotland

Qualifications/Accreditations

  • Series 65 – Uniform Investment Adviser Law Examination, North American Securities Administrators Association
  • Diploma in Financial Planning – Level 4, Chartered Insurance Institute, UK
  • Professional Certificate in Financial Advice, National University of Ireland
  • Approved Product Adviser (Pensions, Life Assurance, Saving & Investments), Life Insurance Association, Ireland
  • Certificate in Discretionary Investment Management, Chartered Insurance Institute, UK
  • Certificate in Life and Pensions, Chartered Insurance Institute, UK
  • Certificate in Wealth Management, Chartered Institute for Securities & Investment
  • Certificate in Mortgage Advice and Practice (1,2 & 3), Chartered Institute of Bankers in Scotland

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