Name: Scott Financial Ltd
Telephone: 01252 849770

Scott Financial has

over 30 years experience

in offering Financial Advice.

We aim to provide quality financial advice

in a friendly and secure environment.

This is a family run business and

our reputation is personal.

Get in touch

Our Services

We provide holistic and personal advice in all areas of financial planning.

Investment Planning

Personal and corporate investing using a wide variety of products such as ISAs, Investment Accounts, On/ Offshore Bonds, and Enterprise Investment Schemes and Venture Capital Trusts. Our investing is tailored to each client's needs, time-frame, experience and risk profile.

Pensions & Retirement Planning

We believe in providing full and long term retirement advice, to enable clients to achieve their goals on the way to and in retirement. Key areas of our advice are: pensions consolidation, income in retirement, cashflow forecasting (pre-retirement).

Mortgage advice

We offer advice and implementation on residential, buy to let and secured loans (2nd Charge mortgages). The right mortgage is more than just the lowest interest rate and we're here to ensure you're making the right choices.

Insurance & Protection

We provide personal protection products such as Life Cover, Critical Illness Cover and Income Protection. For businesses and company directors we also provide Group Life, Critical Illness Income Protection policies and Relevant Life Plans.

Equity Release

Releasing money from your property could be a great tool to provide tax-free cash for income in retirement, lifestyle spending (holidays, gifts), inheritance planning, home improvements. But understanding the benefits and long term implications is vital.

Find out more about our services

About us

Scott Financial is family business and our values reflect that. Started over 30 years ago by Paul and Wendy, the company has grown with new advisers and staff whilst retaining the family feel and our unique culture. Our business model has always relied on referrals and long term client relationships, with very little mass marketing.

The business covers all areas of financial advice, with dedicated investments & pensions advisers as well as specialists in mortgages and equity release. The office is also shared with CRK Accounting who offer chartered accounting services and bookkeeping (as a separate company).

Find out more about our team

Get in touch

12A Fleet Business Park

Sandy Lane, Church Crookham

Fleet, GU52 8BF

01252 849770

Scott-Financial.com

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