Scott is a APFS Chartered Financial Planner, who lives in Bath but has clients across the entire region of the south west and in london.
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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: South West, Oxford, Swindon and London
Office Address: Sterling House, Bath, BA1 3AN
Contact Details: 01225 427 474 | 07730 483 171
Links: Twitter | LinkedIn | Testimonials
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.
If you are looking for a compassionate and knowledgeable financial planner give me a call on 0330 353 0150 or 07730 483 171
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.
