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.

Mark Latham

Senior Financial Adviser

Mark has been an adviser since 1991 and is qualified to advanced levels in Pension Planning, Investment Planning, Taxation and Trusts. Dealing almost exclusively with individuals to help them achieve and protect their financial goals. Mark enjoys cycling, hill walking and the odd game of golf.

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.

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.

Sophie Sheill

Mortgage & Protection Adviser

Sophie joined the team in 2019 from a local company where she was also working as a Mortgage and Protection adviser. Sophie brings with her an abundance of knowledge and enthusiasm.

James Scott

Financial Adviser

James joined the family business in 2015 initially on a part time basis as an administrator whilst he completed his degree. He has since been a Mortgage and Protection Adviser and is now a Financial Adviser. Outside the office he's a keen footballer playing for a local Fleet side.

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 Head 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.