Telephone: 01539 721736
Telephone: 01539 727727
Financial advice is relevant for everyone
Today’s challenging markets mean that investors need to look for smarter ways of managing their investments. We provide the expert advice and management that is key to securing long-term financial success.
As an independent business, we can respond nimbly to change
We can access the entire market to create a diverse portfolio
We provide bespoke investment strategy tailored to your needs
See your accounts 24 hours a day, 7 days a week
Utilise your tax-free savings allowance with ISA's and find out more about general investments that provide simple access and keep your money within reach.
Careful retirement planning helps you to make the most of your golden years. Our specialists advise on all life stages including the most appropriate and tax-efficient method of withdrawal.
Access the entire market with our open and honest approach to independent financial advice. Let us help you achieve your goals.
You are here: Home →
Financial Services → Wealth Management
By signing up you agree that we can process your information in accordance with our privacy policy.
3 New Road, Kendal, Cumbria LA9 4AY
Telephone: 01539 721736Email: insurance@macbethscott.co.uk
Telephone: 01539 727727Email: financial@macbethscott.co.uk
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/
Send us a message and we'll get back to you as soon as possible.
We will treat your personal information with respect and process it in accordance with our privacy policy.