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Whilst we can advise on and implement one-off transactions in investments, pensions, life assurance and mortgages,
our service to private individuals encompasses so much
more. At Herbert Scott, we seek to capture a true and
complete understanding of your personal needs and objectives
with a view to tailoring a holistic financial plan for
your future. This means you will not just be sold a third
party product; you will gain strategy, direction and
support in achieving your lifetime goals.
(If you are acting on behalf of an individual as their Deputy appointed by the Court of Protection, please click here.)
Normally it is not appropriate to try to deal with all aspects of your financial plan in one go, so we have broken down the service offered to private individuals into the following:
Investment Management
Family Protection
Retirement Planning
At Retirement
Divorce
Life and Health Protection
Mortgages
Equity Release
School Fees Planning
Inheritance Tax Mitigation
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