We are Canadians who moved to the UK. We needed a financial “check up” and to get the lay of the land.
Scott provided a comprehensive plan for us all the way into retirement. He also helps with budgeting, home buying plan advice and canadian/British tax questions.
Yes, we know where we stand and what we need to do in order to get to where we want! He’s also very responsive and his answers to our questions are always detailed, well thought out and answered quickly
After our wedding we needed Scott’s help to prepare our financial future. Our situation was complex as we have roots and assets spread across four countries.
Scott helped us optimise our pension, savings and asset allocation ensuring we can reach our long term goals.
Absolutely and we have recommended Scott to our friends and family.
So far we don’t see any potential to enhance this excellent service.
We're a multi-national couple looking for sound advice for our investments and retirement plans.
We've been provided with pragmatic expertise tailored to our situation.
Yes. Feedback and advice has been valuable and someone to do the legwork that knows the ins and outs has been really helpful.
Our daughter was born and wanted to make sure we were saving for her future
He helped provide great advice on junior ISAs and pensions
Yes definitely we are in good hands!
I wanted greater control over my finances and to get a more qualified opinion on how to manage my wealth.
Before Scott became our Wealth Manager my wife and I had a fairly chaotic financial set-up with investments and pensions in different areas and over-exposure in my company salary and benefits. Scott went out of his way to help us simplify our investments and has helped us better plan for the future. He quickly understood what was important for us in our lives and helped by setting out a short, medium and long term plan. We're certainly a long way off being Scott's biggest clients but despite this he makes us feel like we're his only client. He's a trusted adviser and pleasure to work with.
Definitely. It's early days but we've been delighted with Scott's attention to detail and personalised focus on what's the right move for us.