Paul Scott

What were the circumstances that caused you to initially look for an adviser?

I switched advisers about 8 years ago and Paul Scott has been nothing but proactive in looking after my pension and investments, wish I'd switched 18 years ago

How has Paul Scott helped you?

Paul has provided advice in plain English allowing me to fully understand my path towards retirement

Have you seen the outcome you were hoping for?

Yes and more

What could they have done better?

Nothing, Scott Financial Ltd have been nothing but supportive from day one of their engagement

What were the circumstances that caused you to initially look for an adviser?

We are heading towards retirement and wanted to ensure we are fully prepared

How has Paul Scott helped you?

Pension transfers, setting up ISAs and new pensions.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

We are very pleased with the service we’ve received

What were the circumstances that caused you to initially look for an adviser?

I was looking to consolidate my pension funds.

How has Paul Scott helped you?

Effortlessly, Paul took on this challenge and amalgamated all the little pots into a single pension fund.

Have you seen the outcome you were hoping for?

My pension and investments have grown over this time and the performance has been very satisfactory.

What could they have done better?

I am not sure.

What were the circumstances that caused you to initially look for an adviser?

workplace pension

How has Paul Scott helped you?

monitored and advised on how pension is doing and options

Have you seen the outcome you were hoping for?

yes, sort of, bearing in mind the turbulent nature of the financial marketplace

What were the circumstances that caused you to initially look for an adviser?

Pensions - AVC - initial setup many decades ago.

How has Paul Scott helped you?

I have been a client of Paul's for over 25 years. Throughout this time, Paul has consistently provided me with professional, reliable, and trustworthy financial advice. His knowledge of financial planning, investment strategies, and market trends has always been thorough and up-to-date, and he has taken the time to fully understand my personal circumstances and financial goals. My main focus with Paul has been around pension and savings management, but I would also consider him — and his team — as financial mentors. They are always available to discuss ideas, opportunities, and wider financial considerations, even when these are not directly connected to our core financial activities. Their support and guidance have been invaluable over the years.

Have you seen the outcome you were hoping for?

Thanks to Paul's excellent advice over the years, I now enjoy total financial freedom, with the complete flexibility to live my life exactly how I choose. His careful planning, sound strategies, and consistent support have given me the security and confidence to pursue my goals without financial worry. I feel truly in control of my future — able to make decisions based on what I want to do, not what I have to do. Job done!

What could they have done better?

Paul is approachable, patient, and explains complex matters clearly, making it easy to make informed decisions with confidence. Over the years, his advice has been invaluable, and I have always felt that he puts my best interests first. He is always available to talk and takes the time to listen carefully to any concerns or opinions I may have. Quite honestly, I cannot think of anything I could suggest to improve the service Paul provides. Based on my long experience, I have recommended Paul to friends looking for a highly capable and trustworthy financial adviser — and they too have not been disappointed.