About Scott Financial Planning

Scott Financial Planning Limited specialise in financial planning providing independent financial advice including the management of investment portfolios, protection planning, pensions and tax efficiency.

Gerry Scott
Dip PFS, EFA, Cert CII Life & Pensions, Director

Gerry has been helping clients navigate complex financial markets since 1980 and from those very early days his business has evolved primarily through client recommendations. Gerry, has over 38 years experience in financial services and started his life with Pearl Assurance where he held a number of management roles and senior sales positions including Senior Financial Consultant. Gerry, formed Scott Financial Planning Limited in March 2010 and is a member of the Personal Finance Society by examination and a member of the Chartered Insurance Institute.

Gerry, has a Barista Vocational Related Qualification accredited by both City & Guilds and the Beverage Standards Association he is also a qualified chef.

Professional Qualifications

• Diploma in Financial Planning
• Certificate in Financial Planning
• Certificate in Mortgage Advice
• Certificate in Financial Administration (Life)
• Certificate in Life & Pensions

Gerry's knowledge, patience and explanations gave us an insight into the mechanics of making the most of our money. His achievements with our investments are proof of his understanding of our needs. Our trust in his expertise has been fully justified and his invaluable advice continues to be much appreciated.

Phil & Jules Rogers
Chulmleigh

All original testimonials are held on file and are available for inspection if required.