Welcome to Scott Financial Planning

Scott Financial Planning Limited is a North Devon based firm with 38 years experience providing Financial Advice to both new and existing clients. We primarily specialise in wealth creation for our clients, along with financial protection, retirement planning and tax efficiency.

We have a long tradition of working very closely with our clients to ensure they receive the most appropriate advice in the formulation and implementation of a financial plan that covers all aspects of the client's finances. This often involves working with other advisers such as Accountants, Solicitors, General Insurance Brokers and Discretionary Fund Managers.

Whether your enquiry is on a personal or corporate basis, the major financial decisions that you make will have significant and life-changing consequences. It is therefore essential that you seek professional impartial financial advice from people you can trust.

We believe we are at the forefront of investment advice as we have utilised WRAP portfolio investment solutions for eighteen years which allows us to benefit from a transparent and cost effective way of investing clients money.

The business we complete through personal recommendations from our existing clients and professional connections has increased substantially each year, a fact that makes us very proud.

If you are seeking the services for unbiased, independent and professional advice for a specific issue or for a comprehensive financial plan, you will initially benefit from our experience in identifying problems and goals, identifying financial strategies, setting priorities, researching the market for the best providers and products, getting the plan done, making and/or preserving wealth giving peace of mind and helping clients avoid common financial mistakes.

We hope you will find our website clear and easy to use. Please use the links at the top of the page to see the areas that we can help you with.

Gerry's extensive knowledge across a variety of specialism's has caught my attention and as a lawyer I have no hesitation in recommending him to individual and business clients alike.

David Wilde
Solicitor & Senior Director
Chilcotts Law
Tavistock

All original testimonials are held on file and are available for inspection if required.