Business Details
30 Years
experience
Trusted Financial Advisers in Lewes
Established in 1996, Herbert Scott has built a reputation as a client-focused financial advisory firm rooted in the principles of integrity and long-term relationships. Our team of Chartered Financial Planners prioritises understanding clients' unique aspirations to deliver tailored strategies for financial freedom. With expertise in retirement planning, investment management, and tax-efficient solutions, we combine cutting-edge technology with a personal approach to help clients navigate complex financial decisions.Based in Lewes, East Sussex, we serve clients across the South East and London, maintaining a commitment to transparency, sustainability, and continuous learning. Our regulatory authorisation by the Financial Conduct Authority underscores our dedication to professional standards and client trust.
Services
Financial Planning
Investment Management
Retirement Planning
Tax Efficiency Strategies
Protection Cover
Pension Transfers
Estate Planning
Wealth Management
Risk Assessment
Cashflow Modelling
Details
- Year established: 1996
Highlights and features
- We build long-term relationships to understand your unique financial goals
- Our bespoke cashflow planning uses advanced technology for informed decisions
- Chartered status demonstrates our technical expertise and professional commitment
- We offer whole-of-market investment solutions tailored to your risk profile
- Our advice covers comprehensive financial planning including pensions and tax strategies
Associations and certifications
- Chartered Financial Planners
Services
Financial Planning
Our bespoke financial planning service creates dynamic strategies aligned with your lifestyle goals. Using cashflow modelling, we help clients understand how financial decisions impact long-term objectives. The process explores retirement timelines, spending plans, and risk management to create actionable roadmaps for financial security.
Investment Management
We construct diversified investment portfolios tailored to individual risk profiles and return requirements. Our disciplined approach focuses on cost efficiency, global diversification, and long-term performance. Regular reviews ensure investments remain aligned with evolving financial goals and market conditions.
Retirement Planning
Specialist retirement planning covers pension types, tax-efficient withdrawals, and income strategies. We advise on personal pensions, SIPPs, annuities, and defined benefit schemes. Our expertise includes pension transfers and creating sustainable income streams for post-retirement life.
Tax Efficiency Strategies
Our tax planning services identify legitimate opportunities to reduce tax liabilities across income, capital gains, and inheritance taxes. We utilise ISAs, trusts, and investment vehicles like VCTs to create tax-efficient structures that preserve wealth for future generations.
Protection Cover
We design protection strategies covering life insurance, critical illness cover, and income protection. Business-focused solutions include key person cover and partnership agreements. Our approach ensures financial security against unforeseen events while balancing affordability and coverage needs.
People
Kevin Scott
Chartered Financial Planner
Co-founder with over 25 years' experience in financial planning. Specialises in creating holistic strategies that align investment decisions with clients' life goals while maintaining Chartered status standards.
Tracey Payne
Chartered Investment Director
Leads investment strategy development with expertise in portfolio construction and market analysis. Ensures client portfolios remain diversified and aligned with risk profiles through regular performance reviews and adjustments.
Ben Nolan
Chartered Financial Planner
Specialises in retirement planning and pension transfers. Helps clients navigate complex pension options while maintaining compliance with regulatory requirements and industry best practices.
Jennie Snooks
Operations Director
Manages firm operations and client service delivery. Ensures efficient processes maintain high service standards while supporting the team's technical and administrative requirements.
Alicia Buckingham
Chartered Financial Planner
Focuses on tax-efficient wealth planning and estate management. Advises high-net-worth clients on inheritance tax mitigation and intergenerational wealth transfer strategies.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement strategies, investment management, tax efficiency, protection cover, and estate planning tailored to individual client needs.
How do you work with clients?
We begin with relationship-building to understand your goals, then create dynamic cashflow plans using technology to model scenarios before implementing tailored investment strategies.
Are you regulated by any official body?
Yes, we are authorised and regulated by the Financial Conduct Authority and hold Chartered Financial Planner status, the industry's highest professional standard.
What areas do you serve?
Based in Lewes, East Sussex, we primarily serve clients across the South East and London through face-to-face meetings and virtual consultations.
What investment approach do you use?
Our disciplined strategy focuses on diversified portfolios aligned with risk profiles, using cost-effective solutions and regular reviews to maintain long-term performance targets.
Is there a charge for initial consultations?
No, we offer a free initial meeting with no obligation to proceed, allowing you to understand our approach before committing to any financial planning services.
