Financial Planning Consultant DipPFS in Edinburgh
Everyone’s circumstances are unique, so your financial plan should be too. I’m passionate about helping people get comfortable with their finances. Together, we can explore your goals and ambitions, then build a plan that makes sense for you. My aim is to help you understand your finances, make the right decisions with confidence and give your money a purpose.
My services include investment, retirement and estate planning and insurance protection underpinned by cashflow modelling, a visual planning tool, to help clients understand how today’s decisions can shape their future.
Based in Edinburgh, I also provide remote services to clients across the UK.
Find out more about me below.
Changes announced in the Autumn Budget could have an impact on your finances, both now and in the years ahead.
Our guide explains the key announcements and provides a useful overview of the changes you may want to consider as part of your financial planning.
For help understanding how the Autumn Budget could impact you, get in touch with me today.
Money doesn’t make decisions on its own. Left sitting in cash, it quietly loses value. That’s why money needs a plan. It’s not about being wealthy or knowing all the answers – it’s about giving your money direction. And in the UK, many people miss out simply because they don’t take that first step.
Approver Quilter Financial Services Limited. October 2026.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Expert advice to help provide comfort in your retirement.
Edinburgh
United Kingdom
Scott is located in Edinburgh and offers expert financial advice to suit your needs.
Managing your money can feel complicated, and finding the time to understand all the options available to you can be difficult alongside the demands of everyday life. With so much information available, knowing where to start and which decisions are right for you isn’t always straightforward. I believe good financial advice should make things simpler, giving you clarity and confidence while helping you make the most of your money and enjoy the life you want.
I take a holistic approach, looking at the whole picture rather than individual financial decisions in isolation. I work with individuals, families and business owners to understand their circumstances, priorities and aspirations, then bring these together to create a plan that is tailored to them. My aim is to make the process straightforward and give people confidence in the decisions they are making.
I spent over 10 years working in the financial services industry as a Project Manager and Business Analyst, before making the move into financial planning. The skills I developed in understanding complex information, solving problems and turning ideas into practical plans (and backup plans!) are just as valuable when helping people with their finances.
Outside of financial planning, I’m usually a taxi driver for my son’s various activities, watching sport (particularly football, rugby and F1), or trying to fit in running and weightlifting around family life. My wife and I are lucky to have family around the world so love to travel and see them regularly in Singapore and Malaysia with dreams of a trip to New Zealand.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 23 October 2026.
