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If you’re looking for a salesperson Scott is not your man

My previous 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 is asking him to look after my affairs. 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.

Matthew, Wiltshire

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