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.
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.