Business Details
30 Years
experience
Your Trusted Chartered Financial Advisers in Lewes
Established in 1996, Herbert Scott has built a reputation as a trusted partner in financial planning, guided by the founding principle of 'culture before profit'. Our approach prioritises long-term client relationships, underpinned by integrity, sustainability, and a commitment to continuous learning. As Chartered Financial Planners, we combine technical expertise with a personalised service, helping clients navigate complex financial decisions. Our team of qualified professionals specialises in retirement planning, investment management, tax mitigation, and protection cover, tailored to individual lifestyles and aspirations.Based in Lewes, East Sussex, we serve clients across the South East and London, offering bespoke solutions that align with their unique goals. With a focus on transparency and ethical advice, we empower clients to achieve financial freedom while maintaining peace of mind. Our disciplined investment strategies and cashflow technology enable informed decision-making, ensuring clients remain on track to meet their lifetime objectives. Recognised by the Financial Conduct Authority and the industry's Chartered standard, we remain committed to delivering value-driven, client-centric outcomes.
Services
Financial Planning
Investment Management
Retirement Planning
Protection Cover
Tax Planning
Pension Transfers
Details
- Year established: 1996
Highlights and features
- We prioritise long-term relationships to deeply understand your financial goals.
- Our bespoke cashflow planning uses cutting-edge technology for informed decisions.
- Chartered status reflects our commitment to industry-leading standards and expertise.
- We offer independent, whole-of-market investment and product recommendations.
- Our team holds advanced qualifications in pensions, tax planning, and protection.
Services
Financial Planning
Our bespoke financial planning service integrates lifestyle aspirations with practical strategies. Using advanced cashflow technology, we model scenarios to help clients understand how financial decisions impact long-term goals. This process empowers informed choices about retirement, investments, and major life events, ensuring clarity and confidence in every decision.
Investment Management
We create risk-rated, globally diversified portfolios designed to maximise returns while minimising costs. Our disciplined approach focuses on diversification, cost efficiency, and risk management to deliver sustainable growth. Regular reviews ensure alignment with evolving client objectives and market conditions, maintaining a clear path to financial goals.
Retirement Planning
Specialising in pensions, annuities, and retirement income strategies, we help clients navigate complex options. Services include SIPP management, defined benefit scheme transfers, and tax-efficient withdrawal planning. Our goal is to ensure financial security during retirement while optimising available allowances and minimising tax liabilities.
Protection Cover
We provide tailored protection strategies, including life cover, critical illness insurance, and income protection. Our approach ensures clients safeguard their financial future against unforeseen events. We also advise on business protection and key person cover, ensuring continuity during challenging circumstances.
Tax Planning
Our tax planning services focus on mitigating liabilities through pensions, ISAs, trusts, and venture capital schemes. We help clients navigate complex tax regulations, including inheritance tax and capital gains tax, to preserve wealth for future generations while maintaining compliance with regulatory requirements.
People
Kevin Scott
Chartered Financial Planner
Co-founder Kevin Scott brings decades of experience in financial planning, specialising in retirement strategies and investment management. His client-centric approach focuses on building long-term relationships and delivering tailored solutions that align with individual goals and risk profiles.
Tracey Payne
Chartered Investment Director
Tracey Payne leads our investment strategy team, combining technical expertise with market insights to create diversified portfolios. With a focus on risk management and cost efficiency, she ensures clients' investments align with their financial objectives and regulatory standards.
Ben Nolan
Chartered Financial Planner
Ben Nolan specialises in tax-efficient financial solutions and pension transfers. His expertise in navigating complex tax regulations helps clients optimise their financial plans while maintaining compliance with evolving industry standards and personal circumstances.
Jennie Snooks
Operations Director
Jennie Snooks oversees daily operations, ensuring seamless service delivery across all client interactions. Her leadership maintains the firm's commitment to excellence, coordinating teams to uphold Herbert Scott's reputation for reliability and client-focused financial advice.
Alicia Buckingham
Chartered Financial Planner
Alicia Buckingham focuses on protection strategies and intergenerational wealth planning. Her empathetic approach helps clients safeguard their financial future through tailored insurance solutions and estate planning, ensuring peace of mind for families.
Questions
What services does Herbert Scott offer?
We provide financial planning, investment management, retirement planning, tax-efficient solutions, and protection cover. Our services are tailored to individual goals, using cashflow technology to model scenarios and ensure informed decision-making.
How does Herbert Scott approach financial planning?
We prioritise relationship-building to understand your unique circumstances. Using cashflow planning tools, we create dynamic strategies that adapt to life changes, ensuring your financial plan evolves alongside your aspirations and market conditions.
Are Herbert Scott's advisers qualified?
Yes, our team holds Chartered status – the industry's highest standard. We are regulated by the Financial Conduct Authority, with expertise in pensions, tax planning, and investment management to deliver credible, ethical advice.
What areas does Herbert Scott serve?
Based in Lewes, East Sussex, we primarily serve clients across the South East and London. Our services are available to UK residents seeking expert financial advice tailored to their specific needs.
Is there a charge for initial consultations?
No, we offer a free initial meeting with no obligation to proceed. This allows us to understand your requirements and demonstrate how our tailored financial strategies can help achieve your long-term goals.
Reviews (6)
Bill & Judy Silvie
Jun 10, 2021
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We have used Herbert Scott Chartered Financial Planners for very many years and have been consistently impressed with their services. Despite our complete lack of financial expertise Herbert Scott always have time to explain everything and make excellent suggestions such that our investments have increased substantially. The staff are also extremely welcoming and friendly.
Amanda Maidment
Apr 29, 2021
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We have been clients of Herbert Scott for 12 years now and we have always found their services personal, professional and efficient. They listen to our changing needs and advise us accordingly. As a company they have excellent communication with clients and always offer an annual face to face review.
Ty Giraud
Apr 24, 2021
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Have been clients of Herbert Scott for twenty years plus. Have always received excellent financial advice over these years, which has proved invaluable. During these years we have encountered various financial situations, which Herbert Scott have always found solutions. They have the technology to tailor clients individual needs, to explain in a simplistic manner. Financial forecasts, pensions etc. all explained and mapped out. We have been very pleased to be clients of Herbert Scott over these years. We would recommend highly to all family, friends and colleagues.
Harold Rosenfelder
Feb 09, 2021
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I have been with Herbert Scott now for around a decade and have never regretted the decision to move to their organisation from my previous IFA. They run "a tight ship" but, though that description can be used pejoratively, I cannot fault their professionalism and their empathetic treatment of any problem that has arisen (and there have been some - especially of late!).
JoeyBear
Jan 26, 2021
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You will simply not find a better financial planning and advice service. I'm not a financial person and can often find numbers confusing. Kevin has always taken the time to explain my financial planning options to me thoroughly and with clarity. He has helped me to create a proactive plan for managing my day to day finances as well as creating a longer term plan for the future. Simply superb!
Michael Cardiff
Jan 12, 2021
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I have used Herbert Scott for a number of years now and found the advice given to be honest and balanced and ideally suited to my retired situation. I have never felt any pressure to go out of my particular comfort zone with regards to my investment portfolio and Herbert Scott, particularly Kevin has served us well. Thoroughly recommended. Jackie and Mike C
