Whilst an integral part of our role is to advise on and implement one-off transactions such as 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.

Please see below the list of services we offer to personal clients:
Estate Planning and Family Protection
Savings and Investment Management
Pensions and Retirement Planning
School Fees Planning
Mortgages
Equity Release
Life and Health Protection