About us

We’re a Midlands based financial planning firm committed to getting the very best outcomes for our clients. Whatever your financial goals, we can support you on your journey to achieving them.

Financial planning expertise

As independent financial planners, we focus on finding the best solutions in line with your circumstances, needs and goals. We’re specialists in building tailored financial plans and valued relationships, allowing us to consistently meet your needs – both now and in the future.

We have a highly qualified and experienced team of advisers at our core, some of whom hold Chartered status – the gold standard of financial planning qualifications. This means that you can be confident that the advice you receive from us will always be of the highest quality and delivered with your circumstances in mind.

Unparalleled service

We’re committed to delivering a first-class customer experience, the likes of which we believe is unparalleled. From our very first meeting to our annual progress reviews, our team will ensure you are listened to, looked after and treated with care. Whatever your needs, we’re here to assist you – because here at ScottLee, you always come first.

Meet the team

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

Leslie Fabrizi

Administrator

Charlotte Disney

Administrator

Jane Canlin

Administrator