Our skilled, highly qualified advisers
are supported by a dedicated team of accomplished administrators.
The depth of knowledge and experience held by the team
ensures a high level of capability across the complete
range of financial products and services you would expect
from a professional financial planner.
David Herbert and Kevin Scott are Chartered Financial
Planners, the highest educational standard set by the
Personal Finance Society (PFS) which is part of the Chartered
Insurance Institute.
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David Herbert BSc (Hons), APFS, Chartered
Financial Planner
David has worked in financial services for more than twenty
years. He is a Chartered Financial Planner and has been
awarded the Advanced Diploma in Financial Planning.
David offers holistic advice across the broad spectrum
of financial planning areas.
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Email David – David.Herbert@herbertscott.co.uk
Telephone David on 01273 407 500 or 07973
824 332
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Kevin Scott FPFS, ACIB, Chartered Financial
Planner
After a period of eight years with a High Street bank,
Kevin moved into financial planning with a well known insurance
company before teaming up with David Herbert to form Herbert
Scott in 1996. Kevin has always been keen to improve his
competence by sitting professional exams and his educational
achievement was recognised in 2004 when he was awarded
Fellowship of the Personal Finance Society. The letters
FPFS represent the highest financial planning designation
available to practitioners in the UK.
Kevin is experienced in all areas of financial planning
with particular expertise in estate planning, trusts and
tax and retirement planning.
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Email Kevin – Kevin.Scott@herbertscott.co.uk
Telephone Kevin on 01273 407 500 or 07973 343 181
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Claire Billings
Dip PFS
Prior to joining Herbert Scott in January 2005, Claire had over eight years experience
working in Financial Services. She has since attained a Diploma in Financial
Services and is currently working towards becoming Chartered. Whilst Claire does look after some clients of her own, she spends most of her time supporting David Herbert.
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Email Claire – Claire.Billings@herbertscott.co.uk
Telephone Claire on 01273 407 506
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Sharon Taylor
Cert PFS
Sharon has worked in financial services for eight years. She joined Herbert Scott in May 2010 and has quickly established herself, specialising particularly in our Family Protection Service.
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Email Sharon – Sharon.Taylor@herbertscott.co.uk
Telephone Sharon on 01273 407 505 |
