Office 4, The Barns, Farm Road, Caddsdown Industrial Park, Clovelly Road, Bideford, EX39 3BT

Qualified and experienced Independent Financial Adviser based in North Devon offering financial advice to Small Businesses and Individuals, from Retirement Planning to safeguarding your life or businesses.

Description

Evening and weekend appointments available by prior arrangement.

At D Scott Financial, we guide clients on their financial journey through the various stages of their life. We will do this by getting to know what you want out of life and what the financial requirements might be to achieve your goals. Such goals are rarely achieved by accident, more usually by design.

We will create a plan for your journey that tries to anticipate and cater for key events along the way. We will keep working with you to review and refine your plan, ensuring it remains relevant as circumstances arise along the way.

  • Protection both for Business & Personal needs
  • Investments
  • Savings
  • Retirement Planning
  • Inheritance Tax Planning & specialist referral advice available for Long Term Care
  • General Insurance

D Scott Financial is a trading name of David Scott which is authorised and regulated by the Financial Conduct. FCA No.707307

David has been involved in Financial Services as a Financial Adviser since 1992 and was originally based in and around London and the South East until 1999, when he moved to North Devon. Prior to becoming an Independent Financial Adviser in 2010, he was working in a High Street Bank for 8 years. In the last 21 years he has gained a lot of experience in most areas of Financial Planning and has helped many people and businesses with their financial needs.

For more information

Tel. 01237 42645

Email D Scott Financial

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