Scott Moody

Review from verified client

April, 2024

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

On retirement I had a lump sum pension that I needed to invest and employed a financial adviser. That company was subsequently taken over by Ascot Lloyd/Parmenion and Scott appointed as advisor.

How has Scott Moody helped you?

Scott has advised me on investment strategy and facilitated withdrawal of funds from my pension pot when required.

Have you seen the outcome you were hoping for?

Profits have not been as much as hoped for however in difficult financial circumstances we have managed to maintain the capital. He has also assisted in providing funds when needed

What could they have done better?

In difficult times it’s difficult to comment.

Review from verified client

April, 2024

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

Following my husband’s retirement we wanted advise about our savings. Our initial company was subsequently taken over by Ascot Lloyd.

How has Scott Moody helped you?

He has helped us withdraw money when needed for home improvements. I only have an ISA.

Have you seen the outcome you were hoping for?

I appreciate the financial world has experienced a tough time, but my ISA seems to decrease rather than increase.

What could they have done better?

I hope they are doing everything possible.

Review from verified client

April, 2024

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

We were looking to invest our savings more sensibly and to achieve better interest than a building society could offer

How has Scott Moody helped you?

His advice has helped us to achieve our aim

Have you seen the outcome you were hoping for?

Yes

Review from verified client

March, 2024

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

Needed advice about my NHS pension

How has Scott Moody helped you?

Advised me about my pension options

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

March, 2024

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

I had a lump sum to invest

How has Scott Moody helped you?

Good honest advise and he understand my needs

Have you seen the outcome you were hoping for?

yes

Review from verified client

March, 2024

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

I wanted to cash in my private pension

How has Scott Moody helped you?

Investing funds from my private pension

Have you seen the outcome you were hoping for?

Yes

Review from verified client

March, 2024

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

My personal circumstances required bespoke advice.

How has Scott Moody helped you?

He has recommended investment platforms for pension and savings, and through a series of regular reviews, has been proactive in making changes from time to time, in order to improve the returns.

Have you seen the outcome you were hoping for?

The Covid pandemic caused a lot of problems with investment returns, but factoring that out, I am happy with the returns.

Review from verified client

March, 2024

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

my company accountants recommended ascot lloyd for finacial advice , and i continued to use Scott after retiring

How has Scott Moody helped you?

Scott has helped with pension advice and some financial planning for my retirement

Have you seen the outcome you were hoping for?

yes

What could they have done better?

cant think of anything

Review from verified client

March, 2024

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

To make sure my pension was suitable

How has Scott Moody helped you?

Helped me transfer my pension to ensure it continued to grow

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

March, 2024

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

I needed to find a pension provider for the transfer from a divorce settlement. The company was recommended to me through my solicitor.

How has Scott Moody helped you?

Scott explains everything very well so that I can understand my future investments better.

Have you seen the outcome you were hoping for?

Scott took me through a comparative report so I could see how well my investments were doing. I am happy with the results.

What could they have done better?

I don’t think anything could be better.

Review from verified client

March, 2024

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

Scott took over the client base of my previous employer who retired. Initially i consulted an advisor to make sure that i was making best use of the money i was saving for retirement

How has Scott Moody helped you?

Kept abreast of my situation and needs and suggested products and changes to existing products to increase my pot for retirement

Have you seen the outcome you were hoping for?

Fund values have increased and Scott has helped rationalise a number of smaller schemes in to one, so yes

Review from verified client

March, 2024

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

Financial advice, planning for my retirement

How has Scott Moody helped you?

Advised me on options available

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I believe Scotland did all he could to help with our finances

Review from verified client

March, 2024

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

Future planning for retirement

How has Scott Moody helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

Review from verified client

March, 2024

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

I inherited funds and needed advice as to manage funds.

How has Scott Moody helped you?

He has given appropriate advice and invested funds accordingly.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Satisfied with help given.

Review from verified client

March, 2024

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

When I took out a private pension

How has Scott Moody helped you?

Scott has helped in explaining different things with regards to my private pension and when there was a problem with Scottish Widows

Have you seen the outcome you were hoping for?

yes

Review from verified client

March, 2024

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

To help with savings and pensions

How has Scott Moody helped you?

Always very helpful and very good at explaining what he thinks is the best thing to do

Have you seen the outcome you were hoping for?

Yes very happy

What could they have done better?

Nothing all his advice has been very good

Review from verified client

March, 2024

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

investment advice.

How has Scott Moody helped you?

Yes always.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

March, 2024

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

I have know Scott for a number of years.

How has Scott Moody helped you?

Helped me consolidate all my pensions.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I'm happy with what has been done with my portfolio.

Review from verified client

March, 2024

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

Need for advice on SIPP and ISA investments

How has Scott Moody helped you?

Advice on any matters relating to my finances

Have you seen the outcome you were hoping for?

Yes

Review from verified client

March, 2024

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

Harvard Christchurch introduced Scott to me my father had used Harvard and advised me.

How has Scott Moody helped you?

Very much so with my 3 pensions were consulatated by Scott and I have been pleased with what I see

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

February, 2024

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

Advice wanted on long term investment of cash

How has Scott Moody helped you?

Contacts me periodically with advice on my investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Very little

Review from verified client

January, 2024

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

Wanted a pension review

How has Scott Moody helped you?

Very much

Have you seen the outcome you were hoping for?

Getting there

What could they have done better?

Unsure

Review from verified client

January, 2024

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

My father was already deceased, and following the death of my mother in 2010, I wanted advice on how to best grow the money I inherited from them.

How has Scott Moody helped you?

Scott helped me maximise the returns from my BA pension by also providing a solution that will benefit my children.

Have you seen the outcome you were hoping for?

I did initially although I soon became aware that long-term investments go up and down and the return tends to plateau when one looks at the growth over a 10-15 + years period.

What could they have done better?

Cannot think of anything Scott could have done better. I have trusted his advice,

Review from verified client

January, 2024

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

Changing from corporate to personal pension & advice on SIPP management

How has Scott Moody helped you?

Good timely advice

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2023

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

We looked for an advisor when my husband retired in 2000

How has Scott Moody helped you?

He has not done much, last meeting he said he would review our investments. We have heard nothing about re-investing the cash that came from Aegon . This has mounted to about £2000 I think.

Have you seen the outcome you were hoping for?

Yes the investments have increased in value

What could they have done better?

Maybe he has done something but we haven’t heard.

Review from verified client

December, 2023

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

Advice on my pension

How has Scott Moody helped you?

He has given me sound financial advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2023

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

Pensions and ISAs

How has Scott Moody helped you?

Pensions and ISAs

Have you seen the outcome you were hoping for?

More or less

What could they have done better?

Debatable

Review from verified client

December, 2023

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

N/A

How has Scott Moody helped you?

N/A

Have you seen the outcome you were hoping for?

N/A

What could they have done better?

N/A

Review from verified client

December, 2023

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

My late husband wished to ensure his affair's were in order and ensuring that I was able to continue receiving sound financial advice across the board.

How has Scott Moody helped you?

By responding promptly to any queries and questions that cropped up in-between our face to face meetings.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

maybe by confirming that any decisions or changes as discussed had been actioned.

Review from verified client

December, 2023

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

Scott was recommended to me ( thank god )

How has Scott Moody helped you?

Massively

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Review from verified client

December, 2023

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

Scott has been a long term adviser and was initially engaged to provide investment advice and long term financial planning including on inheritance tax

How has Scott Moody helped you?

See above

Have you seen the outcome you were hoping for?

In recent years investment performance has not been to the level we would have liked, however Scotts continued advice has been very much appreciated.

What could they have done better?

Regular market updates from Ascot Lloyd would be appreciated and information on investment performance vis a vis appropriate comparators.

Review from verified client

December, 2023

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

Recommended

How has Scott Moody helped you?

Helped understand my finances and where I am with them.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

n/a

Review from verified client

November, 2023

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

Financial guidance after retiring.

How has Scott Moody helped you?

Scott has advised me on the best way to use my savings.

Have you seen the outcome you were hoping for?

Yes & no

What could they have done better?

I am not sure anyone else could have done things differently. Covid caused a major upset through out the world not only health wise but financially as well.

Review from verified client

November, 2023

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

Transfer of funds from another company.

How has Scott Moody helped you?

Clear explanations of different forms of investment on offer. Also very helpful in transferring some funds to members of our family

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I have nothing to suggest as Scott has been very good in keeping in contact and visiting us a number of times in our home.

Review from verified client

November, 2023

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

To guide us through investments and pensions.

How has Scott Moody helped you?

Built up a relationship over years. Trust him to give tailored advice based on his longterm knowledge of our financial situation

Have you seen the outcome you were hoping for?

Largely yes

Review from verified client

November, 2023

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

Moved back from France. Sidalls, our advisor, was taken over by Ascot Lloyd and Scott has advised us ever since

How has Scott Moody helped you?

Yes, he has listened to our needs and provided us accordingly

Have you seen the outcome you were hoping for?

Yes, growth has kept pace with our financial requirements

What could they have done better?

N/A

Review from verified client

November, 2023

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

I had lots of money, and not sure what to do with it.

How has Scott Moody helped you?

plan for future

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Review from verified client

October, 2023

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

Pension advice

How has Scott Moody helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

not aware of anything

Review from verified client

September, 2023

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

His firm was my late husband’s adviser

How has Scott Moody helped you?

Transfer my late husband’s assets into my name

Have you seen the outcome you were hoping for?

The advice is still ongoing

What could they have done better?

Scott has only been advising me for 3 months so we have other areas to look at

Review from verified client

September, 2023

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

Investments

How has Scott Moody helped you?

Advising better investments

Have you seen the outcome you were hoping for?

Not entirely

Review from verified client

September, 2023

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

Advice on my pension and ISA

How has Scott Moody helped you?

Sorted out my pension when I retired.

Have you seen the outcome you were hoping for?

Yes I think so

Review from verified client

September, 2023

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

Joint Savings within marriage.

How has Scott Moody helped you?

Together with my husband, explained best ways to invest.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing comes to mind

Review from verified client

September, 2023

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

Investment and savings. Trying to obtain better returns than Building Societies.

How has Scott Moody helped you?

Most recently advising regarding ISAs

Have you seen the outcome you were hoping for?

Over the long term

What could they have done better?

Not sure

Review from verified client

September, 2023

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

Retirement

How has Scott Moody helped you?

He is actively helping to maximise my income and returns

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing so far

Review from verified client

September, 2023

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

Having to much regular income, and as a higher tax payer I needed advice.

How has Scott Moody helped you?

Understanding the financial markets.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing comes to mind

Review from verified client

September, 2023

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

Pension management

How has Scott Moody helped you?

Organising pensions

Have you seen the outcome you were hoping for?

yes

What could they have done better?

not sure

Review from verified client

September, 2023

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

Wanted advice

How has Scott Moody helped you?

Advising for long term

Have you seen the outcome you were hoping for?

Not yet

Review from verified client

February, 2021

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

Transfer from previous firm

How has Scott Moody helped you?

Set up all the transfer arrangements and organised the nee investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I have been very pleased with the service given

Review from verified client

February, 2021

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

To transfer my pension fund

How has Scott Moody helped you?

Helped and advised the best place for my fund

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

January, 2021

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

I had a lump sum to invest

How has Scott Moody helped you?

Good, honest advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

January, 2021

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

I had been saving saving for a number of years, mainly with advice from a bank and building societies which was not really under control or doing very well for returns. Family advice suggested I needed better help and provided an introduction to Scott. Then my mother died and there was an inheritance to be included.

How has Scott Moody helped you?

Everything has been consolidated, covering pensions and savings and I can now plan with confidence as to what money I can spend and when. I was able to take early retirement (Q2 2019) and indulge my passion for holidays, mainly cruising, although recent events have restricted that.

Have you seen the outcome you were hoping for?

Yes, it was better than I expected at a couple of points during the year.

Review from verified client

January, 2021

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

Following a bereavement a requirement for planning and investment advice for the inheritance

How has Scott Moody helped you?

With financial planning and investment advice. He was very attentive, patient, and understanding of the difficult circumstances at that time, always happy to talk and and very clear in communication.

Have you seen the outcome you were hoping for?

Investment returns have been adversely impacted by the pandemic and earlier brexit uncertainty, the former being completely unforeseen, however the portfolio has proved very resilient and in the circumstances I am entirely happy with the investment decisions made.

What could they have done better?

Difficult to say.

Review from verified client

January, 2021

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

Our previous Financial Advisory firm Siddalls was taken over by another firm, the name ISG ( or IGS ) rings a bell but, there I might be entirely mistaken with that name, but Scott contacted us and has been our Advisor ever since

How has Scott Moody helped you?

Scott went through all our investment holdings with us and gave his advice for our ongoing investments. He realised, from the beginning, that I had had a massive loss on shares 2007/2008, due to being very unwell and was determined that I should never have such an experience again.

Have you seen the outcome you were hoping for?

We have seen good growth and our investments have kept a steady balance even when times have been rocky.

What could they have done better?

I really think that Scott has always done his very best for us. We are more than happy to see how our Investments have grown.

Review from verified client

January, 2021

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

Pension consolidation as I reached 60.

How has Scott Moody helped you?

I had a number of pensions that I wanted to consolidate into a managed investment.

Have you seen the outcome you were hoping for?

I have seen a bigger increase in my investment over the last 12 months than I expected.

What could they have done better?

Nothing. It was an easy transition with regular updates as we went through the process.

Review from verified client

January, 2021

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

I required advise after receiving a redundancy payment.

How has Scott Moody helped you?

He advised a pension company and how best to invest for a monthly income.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

To the best of my knowledge little could have been done better.

Review from verified client

January, 2021

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

I had a number of legacy investments and pensions that I needed to consolidate under a single wrapper. I needed independent advice on the best place to transfer them, together with ongoing advice. Scott took over from a previous financial adviser.

How has Scott Moody helped you?

Scott analysed my financial history current circumstances and future needs, determined my appetite for risk and suggested a number of suitable investment platforms, before finally helping me to decide upon one of them. On an ongoing basis, he reassesses my circumstances and risk profile and suggests changes whenever necessary. Scott has helped me with investments into a pension scheme and an ISA, as well as a lump sum pension withdrawal. Whenever action or advice has been sought, Scott has been extremely responsive.

Have you seen the outcome you were hoping for?

Yes, just about. The performance of the stock market has been dire due to the recent Covid pandemic, but my investments continue to grow when viewed over the long term.

What could they have done better?

I am happy with the advice and service that I receive from Scott.

Review from verified client

January, 2021

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

Professional financial advice required on/after retirement.

How has Scott Moody helped you?

Thoroughly understood our financial position, lifestyle and future needs. Advised us on consolidation of investments, draw down, balance of funds between short/medium/longer term. Very helpful in reassuring us on planning for the next five years and beyond.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

All excellent.

Review from verified client

January, 2021

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

I've been using Scott Moody for well over twenty years, He has advised and waged my pension and advised on other aspects of my finances over this period. The performance of my various funds have always exceeded expectation since being under Scott's watch.

How has Scott Moody helped you?

Advice and timely action.

Have you seen the outcome you were hoping for?

Yes, more than happy with the results.

What could they have done better?

Quite frankly: Nothing.

Review from verified client

January, 2021

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

I needed financial advice

How has Scott Moody helped you?

he advised me, with some good sensible advice

Have you seen the outcome you were hoping for?

not currently, but this may be due to coronavirus

What could they have done better?

Nothing comes to mind

Review from verified client

January, 2021

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

Inheritance lump sum

How has Scott Moody helped you?

Scott took over my previous financial adviser

Have you seen the outcome you were hoping for?

Yes, I suppose, although not dependant on Scott but on the market's performance..

What could they have done better?

I do not think so

Review from verified client

January, 2021

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

My late husband sought his advice when he retired from employment. At that time I also took some advice from Scott Moody.

How has Scott Moody helped you?

Scott Moody helped by advising me on the best way to make my investment work and get the best returns.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

In this current situation things have been up and down but overall it’s gradually improving so one just has to be patient.

Review from verified client

January, 2021

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

already assigned as our financial adviser

How has Scott Moody helped you?

on encashment of bonds

Have you seen the outcome you were hoping for?

yes

What could they have done better?

advice could have been speedier

Review from verified client

January, 2021

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

Scott took over from someone elsr

How has Scott Moody helped you?

Very informative

Have you seen the outcome you were hoping for?

Not yet

What could they have done better?

Nothing