With the support of his team, Scott has grown his Practice through a combination of introductions from existing clients, high retention levels as well as working closely with professional connections such as accountants and solicitors.

Scott has found that many people may not have the time, knowledge or inclination to manage their affairs effectively. Scott would review your current circumstances, including financial goals and concerns, in order to confirm areas of financial planning in need of attention. Scott’s role is then to recommend and implement solutions as required to help meet financial planning objectives and, just as crucially, carry out regular future reviews suited to the individual client’s requirements to check plans remain up to date. Working in this way, Scott builds up long-term relationships with clients and their families as their trusted adviser.