Scott has over 30 years experience in financial services, and brings a wealth of Knowledge to provide value to his clients and the wider Corporate & business base
Scott has:
Experience in all core advice areas, as well as specialism in retirement planning, long term care, wealth and corporate services
Achieved Chartered ALIBF through the London institute of Banking & Finance.
Certificate of long-term care Cert LTCP. LIBF
Occupational pension transfer specialist AwPETR. LIBF
Is a member of London institute of Banking & Finance LIBF And member of the personal finance society PFS. And holds the Pension Transfer Gold standard & Certified financial adviser & Chartered associate through the LIBF
Worked across all client areas and specialises with – {private clients, corporate clients, SME, lawyers}
Built a solid network of clients by providing advice and high quality service to local people / business owners / people starting on the property ladder / clients in the mid stage of working life / people coming up to retirement wanting to maximise their standard of living
Has a network of specially selected experts to support all your advice needs
Interests in Family, Friends & Sport
Specific Skills:
Investment and pre-retirement planning
Near and post retirement planning
Inheritance taxation
Long term care
Business support and protection
Transferring out of a final salary pension is unlikely to be in the best interests of most people.
The Financial Conduct Authority do not regulate inheritance tax planning.
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