Our Services

There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.

Our business has been built based on honesty, reliability and an excellent service. Many of our clients have personally trusted us for many years and throughout this period we've developed many good friendships.

Scott Financial Planning Limited offer both personal and corporate advice on a whole range of financial services including the following:

Personal Financial Planning

• Retirement and pension planning
• Investing for capital growth or income
• School fees planning
• Tax planning
• Protection against critical illness
• Income protection
• Inheritance planning
• Family protection

Corporate Financial Planning

• Pension schemes
• Group income protection
• Key person business protection
• Advice for your employees

The Financial Conduct Authority does not regulate Taxation advice and some forms of school fees planning.

We have known Gerry Scott socially for 15 years and as our financial advisor for over 11 years. We are doctors and as our careers have evolved, Gerry has been there to advise us on the investments we require, insurances we need and measures we need to take to make ourselves and our family financially secure. He is caring, responsible, patient, scrupulously honest and completely reliable. Importantly, he is extremely knowledgeable, keeps up to date with changing rules and is able to communicate these to us so we can understand complex financial procedures and make informed decisions.

Mala Pradeep and Pradeep Madhavan
Staff Doctor in A&E and Consultant Spinal Surgeon
Taunton

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