Scott joined RBC Brewin Dolphin in 2009 and a Senior Financial Planner helps private clients and specialises in dealing with local SMEs and business owners. Currently Scott leads one of our Wealth Management Teams.
As part of this he provides advice on issues such as succession planning, cashflow modelling, business exits, pensions, trusts, estate planning, portfolio management and inheritance tax.
Scott began his financial services career in Nottingham whilst working for the TSB Trust Company . In 1997 he became an IFA and joined the RBC Brewin Dolphin Leicester office – before it merged with Nottingham – as a Financial Planner in 2009. He became Head of the Financial Planning team in 2013 and is proud of how he has helped grow it in terms of both numbers and status within the office. He is a Chartered Financial Planner and a Member of the Chartered Insurance Institute.