Chartered Financial Adviser
Scott Wallace
Scott has worked in financial services for over 25 years. During this time, he has successfully built long-term professional relationships with many individuals, businesses, trusts, and charitable bodies, gaining extensive and broad-ranging experience.
Expertise
Scott has always believed that the most effective financial advice is based on working with clients to get a sound understanding of their financial situation and goals, then delivering tailored solutions to meet these goals. It’s also about regular reviews, on-going communication and a commitment to long-term support. Many of his clients have commented over the years that this is a type of service they have rarely experienced elsewhere.
Highlights:
- Advance Diploma in Financial Planning
Specialisms:
- • Business Owners, Directors & Contractors• Retirement planning• Tax-efficient Investment Planning• Inheritance tax mitigation & estate planning
• Private Clients