0292 227 9219
Based in Cardiff
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FCA status: Certified by Firm
Scott is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Scott's status
Last checked: 22 May 2025
Scott is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Scott's status
Recent Client Reviews
Scott has not received any client reviews in the past 12 months
Scott has not received any reviews in the last 12 months
Scott has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 17 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Scott has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Scott has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Scott has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Scott has provided information on their typical fees
Scott has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Scott is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Scott's status
Last checked: 22 May 2025
Scott is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Scott's status
Recent Client Reviews
Scott has not received any client reviews in the past 12 months
Scott has not received any reviews in the last 12 months
Scott has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 17 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Scott has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Scott has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Scott has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Scott has provided information on their typical fees
Scott has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I’m a Chartered Financial Planner and a Fellow of the Personal Finance Society. I see my primary role as making my clients wealthier than they would be if they hadn’t met me, whether that’s building wealth for the future, or ensuring your pension and investment funds pay you the income you need throughout your retirement. My aim is to provide advice in a simple, easily understood, stress free format. I have 16 years experience in and around financial advice, and have also worked in investment management, with my previous role to this being as Head of Compliance for Aviva’s discretionary investment management division. As one of the highest qualified advisers in the UK, my career goal is to have better investment and retirement planning knowledge than my peers. The more knowledge I have, the better outcomes you will have.
Offers available through VouchedFor
Contact Scott through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Scott's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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