We understand the importance of working with a firm that has the appropriate skills and expertise for your circumstances. We’re proud to have a highly qualified team at our core, who are always striving to achieve more – find out more about our industry accolades.

Chartered status

Several of our financial planners hold Chartered status, as awarded by the Chartered Insurance Institute (CII). This is one of the highest professional accolades in the industry, often referred to as the ‘gold standard’ of financial planning. By holding this status, an individual has demonstrated a superb level of technical knowledge, as well as a commitment to continued professional development.

Fellow of the PFS

Karen Scott, partner of ScottLee and Chartered Financial Planner, is an elected Fellow of the Personal Finance Society (PFS), which is the highest qualification awarded by the CII. This means she has successfully completed the Fellowship programme, proving her commitment to achieving a prestigious level of financial planning achievement.