We provide holistic and personal advice in all areas of financial planning.
Releasing money from your property could be a great tool to provide tax-free cash for income in retirement, lifestyle spending (holidays, gifts), inheritance planning, home improvements. But understanding the benefits and long term implications is vital.
Scott Financial is family business and our values reflect that. Started over 30 years ago by Paul and Wendy, the company has grown with new advisers and staff whilst retaining the family feel and our unique culture. Our business model has always relied on referrals and long term client relationships, with very little mass marketing.
The business covers all areas of financial advice, with dedicated investments & pensions advisers as well as specialists in mortgages and equity release. The office is also shared with CRK Accounting who offer chartered accounting services and bookkeeping (as a separate company).
Get in touch
12A Fleet Business Park
Sandy Lane, Church Crookham
Fleet, GU52 8BF