Get in touch

General Insurance Services

Telephone: 01539 721736

Life & Pensions Services

Telephone: 01539 727727

Professional financial advice does not have to be complicated. At Macbeth Scott & Co our aim is to make the whole process as simple and accessible as possible. What will happen if you choose to come to us?

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Step One

Initial consultation

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This meeting (approximately 30 minutes) is free of charge. It helps us to get to know you and to understand your financial objectives, then discuss appropriate strategies and next steps for realising your goals.

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Step Two

Financial recommendation

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As a continuation of the initial discussion, we will gather data regarding your personal and financial situation, assess your attitude towards risk and prepare our recommendations for you. We may arrange a further appointment to discuss these in detail.

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Step Three

Implementation

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We take great pride in clear and transparent communications. When you receive our recommendation report we will discuss it in as much detail as you require. Then you can sit back and relax. We will implement the recommendations and manage all of the administration on your behalf.

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Step Four

Reviews and your financial future

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As your objectives may change over time, we believe it is essential that your financial plan adapts to meet your lifestyle and investment goals. On-going support from our highly qualified team not only assesses your circumstances and any changes that are needed but also provides structured reviews and reliable, up-to-date information to give you peace of mind.

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The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The FCA does not regulate tax or estate planning. Please note that the value of investments may go down as well as up and investors may get back less than they invest. Where these pages refer to investment performance it should be remembered that past performance is not a reliable indicator of future performance.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found at https://www.financial-ombudsman.org.uk/

Want to book that first appointment?

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© 2022

Macbeth Scott & Co Limited is authorised and regulated by the Financial Conduct Authority (FRN 303928). Registered in England and Wales Company No. 01058241 at 3 New Road, Kendal, Cumbria, LA9 4AY.

You can find Macbeth Scott & Co Limited on the FCA register at https://register.fca.org.uk/

Macbeth Scott & Co Life & Pensions Services Limited is authorised and regulated by the Financial Conduct Authority (FRN 131459). Registered in England and Wales Company No. 01144365 at 3 New Road, Kendal, Cumbria, LA9 4AY.

You can find Macbeth Scott & Co Life and Pension Services Limited on the FCA register at https://register.fca.org.uk/

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