Our Team

Paul Scott

Managing Director & Financial Adviser

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 advises on all areas of financial advice however his specialities are investments and retirement planning both for personal and corporate clients. Outside the office Paul is a still playing football regularly at weekends, despite strong opposition from his knees.

Loraine Rosier

Paraplanner

Loraine has been working at Scott Financial for over 10 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.

Ian Newrick

Financial Adviser

Having joined Scott Financial in 2008, Ian has a wealth of experience in financial advice and many more years service in the financial services industry. Ian is level 4 qualified and specialises in mortgages & protection. This includes purchases, re-mortgages and buy to let lending. He also has access to commercial and second charge funding lines.

Wendy Scott

Office Manager & Administrator

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 as a mortgage administrator to Ian Newrick. Outside of the office, Wendy enjoys keeping fit and spoiling the dog, Buddy.

Malcolm Handyside

Malcolm has worked in the industry for many years, previously with Sun Life of Canada but most recently as an Independent Financial Adviser with Surrey Financial Advice. He has advised on most areas of financial planning, but more lately specialised in Investments and Retirement, in particular his own retirement planning, which is now imminent. He is in the process of passing his client’s care and servicing over to Scott Financial and intends to be available as required, to ensure a smooth transition for all concerned.

Anna Beuden

Personal Assistant

Previously with Surrey Financial Advice, Anna has been PA to Malcolm for the last 3 years, helping communicate with clients and record keeping as well as editing the website for her local parish council, bringing up 2 boys and caring for 2 elderly horses. Previously she has held PA roles in various organisations including in the music industry with record companies. Anna plans to continue in a similar role with Scott Financial for the mutual benefit of continuity for Malcolm’s clients.

Amy Scott

Client Relations & Administration

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 competes regularly in dressage and showjumping events.

James Scott

Mortgage & Protection Adviser

James joined the family business in 2014, initially on a part time basis as an administrator. James operates as a Mortgage & Protection Adviser, with a focus on personal and business protection. Alongside his work at Scott Financial he is also a Consultant with Fleet Workplace Pensions, specialising in auto-enrolment.

Buddy

Security & Hospitality

Buddy joined Scott Financial in 2013 and quickly became an important member of the team. Buddy has multiple roles in the office including Head of Security, meet and greet and Vice President of naps. 

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Scott Financial Ltd - Registered in England: No. 04739970. Registered Address: 12a Fleet Business Park, Sandy Lane, Church Crookham, Fleet, GU52 8BF.

Scott Financial Ltd is an Appointed Representative of Lyncombe Consultants Limited which is authorised and regulated by the Financial Conduct Authority no. 618025. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

The information contained in this website is provided in good faith. Whilst every care has been taken in the preparation of the information, no responsibility is accepted for any errors which, despite our precautions, it may contain. No Individual investment advice is given, nor intended to be given, in this website and no liability will be accepted in respect of any action you make take as a result of reading the website. If you are unsure whether any particular investment or course of action may be suitable for you, you are urged to take independent investment advice.