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Iain McKay

Investment Adviser Representative

Previous Experience

Iain has over 20 years´ experience in financial services having started his career in Retail Banking in Edinburgh in 2000.  Born in Zimbabwe, he grew up in South Africa but moved to Scotland for 7 years before relocating to Spain in 2005 where he has lived ever since.  His professional roles have covered Banking (Advice, Supervision and Management), Property Finance and most recently, over a decade of International Financial Advice.  Iain´s extensive experience is coupled with global qualifications covering the UK, Europe, International and the USA.

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

To contact Iain McKay please complete the form below and click on the "SEND MESSAGE" button.

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