“David has advised me for several years now with regard to many areas of my finances, Pension and Savings/Investment advice in particular. Always delivering a professional service with a friendly approach – JR”
“Having been recommended the services of David Scott, I am pleased to say that the friendly and professional advice and support I have received has been second to none. Thank you David. – Liz”
“While ‘as expected’ is marked in several sections, this is a reflection of the diligence and professionalism of my first work with Jane Platt – I have come to expect excellence. What was better than I had expected was the speed of replies, very good to see that the level of customer focus remained for repeat business – TB.”
Here to help
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.
We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Want to know more?
To find out more or to arrange a meeting with us, please call 01237 426450 or email firstname.lastname@example.org