Get in touch

General Insurance Services

Telephone: 01539 721736

Life & Pensions Services

Telephone: 01539 727727

We know: managing money and insurance can involve some big decisions. At Macbeth Scott & Co we keep things simple. Our values promote trust, transparency and professionalism as well as pride in what we do, and how we conduct business. We always offer a face-to-face consultation and if you have any questions at all, just ask. It’s as simple as that.

Independent financial advice can be hugely beneficial to everyone, at every stage of their life.

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We deliver the best for our clients ...

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Independent whole of market access

Our financial advisers have access to the whole market, which means you can select from the widest range of financial planning, saving, investment and tax wrapper arrangements.

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Time and cost savings

Independent Financial advisers from Macbeth Scott & Co will take all the hassle out of investment planning. They do all the hard work, so you don’t have to.

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Money management to suit you

We take time to understand your requirements, but we know circumstances can change and so can market conditions. Our ongoing review service will ensure your investment strategy remains appropriate, whilst recognising tax-saving opportunities.

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Financial expertise

We have in excess of thirty years of experience handling all types of investments and pensions. Our knowledge of the markets is second to none and with the guidance of our professional advice, the process of saving and investing is streamlined and transparent.

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The personal touch

It is crucial that you have the utmost confidence in whomever you choose to handle your money. It is our aim, above all else, to ensure that we build relationships based on trust and integrity and that all our communications are open and honest.

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Our commitment to you

We are able to act on your behalf in advising you on investments and financial planning.

Any advice or recommendation that we offer to you will only be given after we have assessed your needs and considered your financial objectives and attitude to any risks that may be involved. We will also take into account any restrictions that you wish to place on the type of products you would be willing to consider.

Committed to providing the highest standards of financial advice and customer service.

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We will:

  • Be open, honest and transparent in all interactions
  • Prioritise client interests
  • Communicate clearly and promptly
  • Consult with you, our client, to ensure our services meet your expectations and requirements

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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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