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.
I had recently exited a business and I required advice for me and my family's new circumstances.
Scott provided a full plan that covered all parts of my and my family's financial life. We have some specific near term things we have to do and there is some complexity around that (different countries are involved) - he helped plan for that scenario. He also setup a long-term investment strategy and now manages those investments.
Yes - Scott provides a high quality service and I am happy with the outcome of our initial plan and the ongoing services that Scott continues to provide.
I knew I should have a financial plan but never got around to getting one. As my wife and I were getting older and closer to retirement, someone recommended Scott and I felt it was a good opportunity to finally get going on the plan I knew we should have.
He wrote a full financial plan that included all aspects of our lives. It focused particularly on planning around the small business that we run as well as funding our retirement and limiting our exposure to inheritance tax. Scott now manages the investment part of our plan (including our pensions) on our behalf.
Yes - we've been very happy working with Scott. The plan gives us some much needed clarity over our affairs and the level of service he provides has been excellent.
We are very happy at the moment. Scott is very pro-active and we feel confident that our financial affairs are being well managed.
I didn't have a financial plan and felt that I should have one.
Scott provided a detailed financial plan that covered all aspects of my financial life. It included a number of simple 'scenarios' - I have somewhat complicated circumstances and Scott was able to simplify things and recommend strategies that take account of the various complexities. I now have a diversified portfolio of investments and a lot more clarity around my financial affairs.
So far, yes. The platform Scott uses is very easy to use (simple graphs and summaries on my ipad). I used to check my portfolio every day but now I don't check it very often.
I rate Scott 10/10.