Scott Portman
Financial Planning Consultant DipPFS in Liverpool
A little bit about Scott
With many years of experience in financial services, I specialise in helping individuals make confident, informed decisions about their retirement. My background includes a solid foundation in the Social and Education sectors, where I held roles such as Career Coach and Team Manager — giving me a strong grounding in communication, relationship-building, and client support. These skills continue to play a key role in how I deliver advice today.
As a Financial Planning Consultant with a focus on retirement planning, I work closely with clients to help them navigate the often complex and emotional decisions that come with preparing for life after work. I simplify technical pension rules, explore income strategies, and ensure every plan is aligned with their personal goals and lifestyle. Whether it’s working out when to retire, understanding pension options, or creating a sustainable income plan, I take the stress out of the process and give people confidence in their financial future.
In addition to this, I also serve as a Business Establishment Manager, supporting newly qualified financial advisers who have graduated from our Financial Adviser Academy. I guide them as they build their client base and develop their businesses, ensuring they feel supported and set up for long-term success.
My approach is both technical and compassionate — I pride myself on making the complex simple and always keeping the client’s best interests at heart. Whether you’re planning for retirement or starting your journey as an adviser, I’m here to help you feel in control, informed, and supported every step of the way.
Start the conversation
Get in touch if you’d like to discuss how I can help you with windfalls and lump sums.
Contact me today
An adviser’s insight
If it’s time for financial advice, I can help you
Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.
Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.
I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.
I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.
Together, we can put your money to work in a way that helps you feel confident about the future.
Tax treatment varies according to individual circumstances and is subject to change.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. May 2025.
Services
Business Services & Protection
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
General Insurance
Home contents insurance, buildings insurance.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Qualifications
Diploma in Regulated Financial Planning
- The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.
Level 6 Pension Transfers
- This module provides expertise on pension transfers and builds practical skills so that advisers can excel when making recommendations.
Location
Scott Portman's location
Scott is located in Liverpool and offers expert financial advice to suit your needs.
More about me
In addition to my primary responsibilities of financial planning, I also coach new advisers who graduate from the Financial Adviser Academy, ensuring they are well-prepared for their roles.
Outside of work, I am an avid sports enthusiast, particularly enjoying football. I also love travelling and spending quality time with my friends and family.
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.