Expertise
- Pensions
- Pension Transfers
- family protection
- Wealth Management
- ISA's
- investment planning
- Inheritance Tax Planning
- Investment
- Income Protection
- Pensions on Divorce
- Mortgages, First time buyers,
- Remortgages
- Buy To Let
- Limited Company Buy to Let
- Portfolio Landlords Mortgages
- Self Employed Mortgages
- Shared ownership
- Shared Equity Mortgages
- Help to buy mortgages
Summary
I am an experienced and qualified Independent Financial Adviser advising across the spectrum of financial issues, offering a local and personalised service to business owners and individuals in the North West, covering all of Cheshire and surrounding areas.
I offer friendly, independent advice on retirement planning, investment and savings and protection needs (both commerical and personal) as well as more specialised advised areas. We have the ability to provide referrals to commerical financing brokers for those businesses wanting to obtain financial support for new products or expansion.
I provide independent mortgage advice on all areas of residential mortgages, ie remortgages, purchases, equity release etc. I also specialise in the buy to let market including both personal, limited companies and portfolio landlords.
We also offer advice and recommendation for those requiring protection products including life cover, critical illness and income protection.
Experience
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D Scott Financial
IFA
1 - 5 Employees 2013 - CurrentAs a company, we specialise in all types of investment/pension options alongside residential and commerical mortgages. We have over 40 years experience in all areas and prefer the 'personal touch' in dealing with clients as we find this is beneficial for our clients.
Education History
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FInancial Services
LIBF
2007 - 2017DipFA, CeMAP, CeFAP, CeRER
Clubs and Associations
Whenever I have the sparetime I enjoy taking part in what the Rambers Association has to offer in our lovely countryside.
Interests and Hobbies
On a personal basis, I like to spend my freetime walking in the cheshire countryside, organic gardening and other outdoor activities.
I also find that Yoga helps with managing my physical and mental health in a positive way.
