0330 038 8942
Based in Dunstable
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FCA status: Certified by Firm
Scott is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Scott's status
Last checked: 02 April 2025
Scott is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Scott's status
Recent Client Reviews
Scott has not received any client reviews in the past 12 months
Scott has not received any reviews in the last 12 months
Scott has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 04 January 2022
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Scott has not yet added their qualifications to their profile
Qualifications not yet added
Scott has not yet added their qualifications to their profile
Transparent Fees
Scott has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Scott has provided information on their typical fees
Scott has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Scott is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Scott's status
Last checked: 02 April 2025
Scott is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Scott's status
Recent Client Reviews
Scott has not received any client reviews in the past 12 months
Scott has not received any reviews in the last 12 months
Scott has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 04 January 2022
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Scott has not yet added their qualifications to their profile
Qualifications not yet added
Scott has not yet added their qualifications to their profile
Transparent Fees
Scott has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Scott has provided information on their typical fees
Scott has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I have been in financial services all my working life, starting in 1988 as an administrator with Legal & General. My other roles include administrator with an adviser, telephone broker consultant with LV, Business Development Manager with Legal & General and a financial adviser since 2006. My key focus is to provide financial advice, which is tailored to each individual client and their personal circumstances to help them achieve their financial goals and aspirations. I have many clients planning for retirement and in retirement and I work with them to ensure they can enjoy the lifestyle they want to live, without the fear of running out of money. Away from work, I am happy to chauffeur my two young children to various sporting events and standing on the side in all weathers to support them. I enjoy all sports, I am an Arsenal season ticket holder and enjoy playing golf.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Scott's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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Adviser Disclaimer
Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 588378. Succession Wealth Management Ltd is registered in England at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth, PL6 5FL. Registered Number 07882611.