Scott White

Please provide a brief comment about your experience with Scott

Scott was professional and friendly in his approach. He has offered sensible and detailed information for my consideration. I have already recommended him to a friend and would use his services again.

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

Better investment returns.

How has Scott White helped you?

Our regular savings, pension.

Have you seen the outcome you were hoping for?

Yes.

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

Wealth management solutions to help us invest and save lump sum and disposable monthly income for future family planning needs.

How has Scott White helped you?

Invested funds into unit trusts, ISAs and pension contributions.

Have you seen the outcome you were hoping for?

Yes. Scott has been my family's trusted adviser for over 10 years and he has always provided us with outstanding service, providing us with the platform to ensure our future family plans are safeguarded. I would have no hesitation recommending Scott to anyone.

What could they have done better?

N/A

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

We are a retired couple with a pension lump-sum to invest. We were not satisfied with the way our cash was invested previously and decided to look for better options.

How has Scott White helped you?

Scott visited us at home and talked through our current financial situation with us. Based on this conversation, he helped us to decide what level of risk was suitable for us and re-invested our money accordingly.

Have you seen the outcome you were hoping for?

We are happy with the results of the investments. Our cash sum is now growing in line with what we had hoped.

What could they have done better?

Scott has been advising us for one year. He sends us regular reviews and updates and keeps in touch. We are happy with his advice and level of contact so far.

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

Pension Planning

How has Scott White helped you?

Advice on how to manage various pension pots to get most beneficial/cost effective result. Did a lot of analysis and research to advise on feasibility of different options

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I cannot think of anything that Scott could do better - I am entirely happy with the service and advice I have received.