Scott is a APFS Chartered Financial Planner, who lives in Shaftesbury, Dorset, however Scott works out of our Bath office and has clients across the entire region of the South West.
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Qualifications: Diploma in Regulated Financial Planning, Advanced Diploma in Financial Planning, Chartered Financial Planner
Awards: Pension Transfer Gold Standard, 2019 Top 35 Next Generation Financial Adviser, one of the UK’s Top Rated Financial Advisers in The Times 2019
Location of Clients: Dorset, Devon, Somerset, Wiltshire, Oxfordshire
Office Address: Sterling House, Bath, BA1 3AN
Contact Details: 01225 427 474 | 07730 483 171
“I started life at Unividual in July 2013 on my path to becoming a Financial Planner. I am proud to say that I have undertaken extensive external training and examinations, through the Chartered Insurance Institute, which led to me obtaining the Diploma in Regulated Financial Planning and the Advanced Diploma in Financial Planning. After all the hard work and endless hours of studying I have achieved my goals and am now a Chartered Financial Planner. During this time with Unividual I gained the skill and knowledge, on all areas of lifetime financial advice, to give a first-class service to not just individuals but businesses too.”
“With the mixture of Unividual learning, experience and external qualifications I can provide a better level and quality of advice to my clients which is what distinguishes me from other financial advisers. My style is to really listen. To understand and draw out what lifetime objectives my clients have and share my technical knowledge and experience to provide them with the advice they need to achieve their goals.”
Scott has been awarded as one of 2019’s Top 35 next generation of advisers in the UK. This achievement looks at UK advisers who have had the most impact on clients, the businesses they work with and the pro-bono work they do. Scott was selected for the support he provides up and coming financial planners in Unividual. Additionally, the quality of financial advice he provides to clients off the back of his VouchedFor 5 star rating and being selected as one of the Top 100 advisers in the UK for Vouched For. They also made particular note of the financial security he achieves for clients, despite the risks and unexpected things that can happen in life, like being diagnosed with a terminal illness.
Matthew, one of our clients from Wiltshire, explains why Scott is like other financial advisers: “My previous financial adviser was retiring and I needed someone of equal quality to take over my affairs, I know Scott Gurd personally and I had no hesitation in asking him to look after me. In the main I was looking at pension advice and investment planning. He reviewed my circumstances, discussed my views on investment, risk etc and we had a general discussion around my existing financial portfolio and my plans for the future. Scott then ensured I looked at all the available options open to me.”
“Have I seen the outcome I was hoping for? Yes and more, I have no complaints. Scott is technically very good and he is genuinely interested in getting his clients the best possible outcome. I am now able to retire 4 years earlier than previously planned. If you are looking for a typical salesperson Scott is not your man, most advisers push harder to get you to follow their advice. Scott however, just gave great financial advice”
Scott Gurd is a beacon of knowledge in the financial industry, as a Chartered Financial Planner, he is one of the most technically qualified people in the industry and has worked for Unividual for over ten years. Yet, Scott stands out for something even more remarkable, his profound ability to listen and genuinely care about every facet of our clients’ lives. He doesn’t just plan for your financial future, he invests deeply in your dreams, aspirations, and the outcomes that matter most to you. With Scott, you’re not just receiving advice from one of the industry’s best, you’re gaining a dedicated ally committed to navigating you through life’s financial journey with compassion and understanding. To discover how Scott can help transform your financial goals into achievements, ensuring every step is taken with your best interest at heart, reach out to him today for a confidential chat, only when you are ready to progress things.
