Herbert Scott IFA Ltd is a well established firm of Chartered Financial Planners with clients throughout the South East of England including Sussex, Surrey and London. We specialise in helping personal individuals, businesses, trusts and charities grow and protect wealth, increase income and pay less tax.

There are three aspects to the work we do.

We provide strategic financial planning advice and help you create a plan for the future

We recommend products and services designed to meet your needs and objectives

We conduct regular reviews of your overall financial plan to ensure you adapt to changes in your life.

Our service is individually tailored to suit you. We recognise that each of our clients is unique and will therefore take time to fully understand your individual circumstances and requirements. We are Independent Financial Advisers which means we are not tied to a particular range of products and will offer you the option to pay us fees as an alternative to commission.

From time to time you will need to engage the services of another specialist to provide a particular solution to a financial planning need. We have excellent relationships with many firms of solicitors, accountants, tax experts, stockbrokers and discretionary fund managers and will not only recommend suitable individuals to help you, but also handle all the communication to ensure adherence with your strategic financial plan.

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