Scott Financial Planning

Independent Financial Advice

Call us on 01237 87 00 55

Legal Information

The The Financial Conduct Authority requires that certain information be provided to the client prior to business being transacted so that the relationship between the client and the firm is clearly stated and understood.

Some of our documents use the Keyfacts logo required by the Financial Conduct Authority. To access the The Financial Conduct Authority's own moneymadeclear website click here.

In the short time we have known Gerry he has become a trusted friend as well as taking care of our investments and offering the best financial advice when needed.
 

Ken & Shirley Sluman
Northam

All original testimonials are held on file and are available for inspection if required.

Financial News

Get in touch

Scott Financial Planning Limited
Caddsdown Business Centre
3 The Barns, Bideford
Devon EX39 3BT

Tel: 01237 870055
Fax: 08715 289446
Email: gerry@scottfinancial.co.uk

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Scott Financial Planning Limited is registered in England No. 07173687.
Registered Office: 69 High Street, Bideford, Devon EX39 2AT

Authorised and regulated by the Financial Conduct Authority.
Gerry Scott is a member of the Personal Financial Society by examination and a member of the Chartered Insurance Institute.

If you wish to register a complaint, please write to gerry@scottfinancial.co.uk or telephone 01237 870055. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at https://www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

The Financial Conduct Authority does not regulate Taxation advice.

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