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. The 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).
Meet The Team
Senior Financial Adviser & MD
Paul is Managing Director and Senior Financial Adviser of Scott Financial. He has been working as an Adviser since 1988 and started Scott Financial 18 years ago with his wife Wendy. Paul can advise on all areas of financial planning however he specialises in investment and retirement planning, for personal and corporate clients. Outside the office Paul enjoys playing football and tinkering with his retro scooter.
Senior Financial Adviser
Mark has been an adviser since 1991 and is qualified to advanced (Chartered) levels in Pension Planning, Investment Planning, Taxation and Trusts. Dealing with individuals and small business owners to help them achieve their financial objectives and protect their family wealth. Mark lives locally with his wife and children. A dedicated Reading FC supporter who enjoys cycling, hill walking and the odd game of golf.
James joined the family business in 2015, initially as a mortgage and protection broker. Now advising on all areas of financial advice, from equity release to retirement planning and investments. Outside of the office James is a keen hiker, occasional footballer and enjoys walking in his local Gloucestershire hills.
Mortgage & Protection Adviser
Loraine has been working at Scott Financial for over 15 years as Paul's para-planner. She has a wealth of experience and is the first port of call for many of Scott Financial's clients. Loraine has worked in Finance since leaving school and in compliance for Insurers. Out of hours she enjoys cooking at home and learning new languages, Spanish being número uno on the list this year.
Becci has been working at Scott Financial since 2020 and has been working in the industry for over many years more. Becci holds a Diploma in Regulated Financial Planning and is currently working to achieve Chartered status. When not at work, she enjoys making memories with her young family.
Amy joined the family business in 2016 following several years experience in PR and Recruitment. Amy has various roles at Scott Financial, spread between client communications, marketing and para-planning functions. Outside of work she is a keen horse-rider and footballer.
Tim joined the team in 2022 but has many years more in financial services, he provides key support in administration. Outside the office Tim can be found watching all levels of football but particularly at the EBB Stadium watching his beloved Aldershot Town FC.
Administrator & Director
Wendy started Scott Financial with her husband Paul almost two decades ago, since then she has had a continuous involvement as a para-planner and office manager. Outside of the office, Wendy enjoys keeping fit and spoiling the dog, Buddy.
Buddy & Brodie
Buddy and Brodie are an integral part of the team, providing key services such as site security and meet and greet (sometimes quite loudly). Brodie has been with Scott Financial for 2 years now whilst Buddy has 10 years experience.