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Investment Planning

Grapevine

We  offer advice on a large range of investment products to suit all needs and goals. Our approach to investment is wholly personal and we understand that everyone has different priorities and different circumstances, be it attitude to risk, tax planning or desired returns. We offer advice and implementation on;

 

  • ISAs (Stocks & Shares)

  • Investment Accounts

  • On/Offshore Bonds

  • Investment Trust planning

  • Venture Capital Trusts

  • Enterprise Investment Schemes

  • Corporate Investments

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​Our service focuses on holistic investment planning and on attaining the greatest investment return whilst keeping with your personal risk profile and tolerance.

We have a strong belief in diversification of investments; no one fund manager has all the answers, all the time, and we strongly advocate the use of investment portfolios and multi-manager funds (including Discretionary Fund Management).

 

For us, it's not about how many eggs are in your basket, its more about how many baskets full of eggs you have.

The value of investments and their income may go down as well as go up, investors may get back less than the amount originally invested.

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Enterprise Investment Schemes and Venture Capital Trusts invest in assets that are high risk and can be difficult to sell such as shares in unlisted companies.

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. Scott Financial Limited is entered on the Financial Services Register (https://register.fca.org.uk)under reference 216344.

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

 

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 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 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 investment advice.

 

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