Sound financial advice is crucial throughout every stage of life. Advice on protecting your financial arrangements, or setting up a coherent, cohesive and holistic investment strategy can assure the security of your financial future, no matter when you decide to take action. We offer a diverse range of services and you can choose whether you see us once a year or once a lifetime, we are always happy to help.

Wealth Management

Our service is all about building and protecting your wealth in order to achieve your financial goals. 

Our aim for investments is to build a diverse portfolio that will position you at the efficient frontier: the point at which you get the highest return commensurate with the level of risk you are happy to take whilst recognising tax-saving opportunities.

Protection

Get peace of mind and protect your wealth from the unexpected with arrangements that will support you when you need it most.

Assurance means considering what is important to you – such as your family and home – and making sure they are protected should the worst happen.

Corporate Financial Planning

Add value to your company with smart investments and company benefits.

Working with the right financial adviser can help ease the administrative burden of such tasks but can also add value to your company with smart investments and employee benefits that will boost staff retention and morale, leaving you free to focus on the day-to-day running of your business.

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How We Work

Our clients are at the heart of what we do

We pride ourselves on providing excellent service that is simple and transparent to give you peace of mind as you develop your finances.

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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/

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