Independent advice you can trust, from specialists who care

We provide quality financial planning services, combined with the highest level of client care. With us, you’re always in good hands.

Read more

About us

We are independent financial planners committed to providing the highest level of service. Based in Derby and serving clients in the East Midlands and the wider UK, we’re the trusted financial partners of those who want to achieve more.

We provide holistic financial planning services for all stages in life. From building your wealth to protecting your family, planning for retirement and beyond, we support our clients’ needs throughout it all.

Find out more

Our team

Our experienced advisers and support team pride themselves on delivering a first-class experience for clients, every time. Meet the people behind ScottLee Financial Planning.

Roger Lee

Partner & Chartered Financial Planner

Karen Scott

Partner & Chartered Financial Planner

David Beach

Independent Financial Adviser

George Everett-Elliott

Independent Financial Adviser

Matt Newberry

Independent Financial Adviser

Sam Harvey

Independent Financial Adviser

Daniel Lee

Paraplanner

Jeannie Birds

Paraplanner

Jo Young

Paraplanner

Phil Dyson

Paraplanner

Caroline Ward

Office Manager

Bek Scott

Administrator

Charlotte Disney

Administrator

Jane Canlin

Administrator