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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

There are lots of ways I can help you prepare and plan your finances over the long term, such as cashflow modelling or a range of other useful tools.
Contact me today

An adviser’s insight

Graphic of people studying charts

What is cashflow modelling?

It’s the unknown that makes planning for the future difficult. Your life is full of lots of choices that can impact your financial situation. So how can you look all the way ahead to your later life with any kind of certainty?

This is where cashflow modelling comes in. Essentially, it’s a tool used by advisers like me to get an idea of how your financial future could look. I put in lots of data about you and your financial circumstances, and that lets me predict what could happen, and compare different scenarios against each other.

It means we can do things like: see whether you can afford to gift your grandchildren money towards their education, gauge whether your finances will last you into retirement, or understand whether you need to make some changes to achieve your goals.

Let me know if you think cashflow modelling could help you.

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 Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 01 August 2022.