Private Client Services

The foundation of the services that we provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients financial planning strategy as lifetime events inevitably change.

Our approach is simple, we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.

Scott Financial Planning Limited has a wealth of experience in the areas of financial planning and wealth management and provides clients with a comprehensive service designed to create a bespoke financial planning strategy.

Private Client Advice

• Investment strategies
• Pension planning
• Tax planning strategies
• Life and health insurance
• School fees planning

The Financial Conduct Authority does not regulate Taxation advice.

Someone was smiling on us from above when we first met Gerry twelve years ago! Amidst our financial fog, he has provided insight to all our monetary matters over the years, getting us the best deals calmly and confidently and, more importantly, in a manner we can understand!

Jez and Stephanie Coley
Barnstaple

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