Director

Scott is hugely experienced and trusted with a demonstrable history of working with people of all ages from all walks of life. Skilled in Ideal Life Planning, mentoring, business growth, wealth accumulation, asset management, legacy planning, and company exit strategies.

Scott is one of only three qualified VALUES-BASED FINANCIAL PLANNING™ advisors in the United Kingdom, having successfully completed this training and education over a period of nine years in San Diego working with Bill Bachrach. He is an innovative financial planner with over 30 years experience. He was an early adopter of fee based financial planning in 1999 when he joined Paul Etheridge’s Prestwood Advanced Planner Group. Scott has wholly embraced financial well-being and lifetime cashflow modelling since that time.

Since 1995 Scott has run his own independent financial planning firm based in Stirling. He is located together with his team at the University of Stirling Innovation Park. He encourages and supports everyone who comes through the door to seek further education and understanding of what is more important in life than money.

Scott’s passion is training and working with his two dogs, the mountains and islands of Scotland, particularly the outstanding Isle of Harris. He and his wife Alison built their home there in 2008 and he manages to spend nearly all of his annual holidays there. He is an occasional member of the Isle of Harris Golf club.