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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.

Find out more about me below.

Start the conversation

Speak to me if you’re interested in preparing for tax year end, or just want advice on making your money go further.
Contact me today

An adviser’s insight

Graphic showing an alarm clock in front of a calendar and a pile of coins

Tackle tax year end with confidence

Tax rules can seem pretty impenetrable. With the new Budget, and so many different allowances and regulations to keep up with, it’s no wonder millions of us end up accidentally missing opportunities.

In this case, ignorance really isn’t bliss. And by confidently preparing for tax year end, you can be sure you’re getting all the money you’re entitled to - whether that’s by saving as much as you can tax-efficiently or just using your allowances to their full extent.

I can go through your financial position with you, so you’re ready for tax year end on 5 April. Together we can make this tax year end something to celebrate, rather than pass by. Get in touch for your tax year end review or a cashflow modelling session to understand your financial position better.

Approver Quilter Financial Services Limited. November 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

  • Liverpool
    Merseyside
    L25
    United Kingdom
Scott Portman's location

Scott is located in Liverpool and offers expert financial advice to suit your needs.

Scott Portman's location

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.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 01 August 2022.