Herbert Scott Ltd

Independent Financial Adviser  The Left Bank, Lewes, East Sussex, BN7 1YE
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FCA authorised
Last authorised 3rd May 2021
At Herbert Scott, we take time to listen and understand what’s important to you.
We can advise you on
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Annuity purchase
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Taxation planning
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Employee benefits
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Group life insurance
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Long term care
Meet our advisers
MRS Tracey Payne BA (Hons), Chartered FCSI, CertPFS
Investment Director
MR David Herbert BSc (HONS), FPFS
Director
MR Kevin Scott FPFS, ACIB, TEP
Director
Mr Ben Nolan APFS
Chartered Financial Planner
Mr Ben Nolan APFS
Chartered Financial Planner
MR Ben Nolan APFS
Chartered Financial Planner
About us

Established in 1996 by David Herbert and Kevin Scott, Herbert Scott continues to abide by its founding principles of independence and excellence. Based in the historic County Town of Lewes East Sussex, Herbert Scott has established a loyal following of satisfied clients throughout the South East and London. David and Kevin are still at the helm today and are supported by a team of very capable, highly qualified financial planners, paraplanners and administrators.

Our services

We provide a range of services including the provision of strategic financial planning advice and wealth management as well as advice and recommendations relating to regulated investments, pensions and life insurance contracts. Our services are designed for personal individuals and for those acting on behalf of others such as trustees, deputies and attorneys.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

The Left Bank, 173 High Street, Lewes, East Sussex, BN7 1YE

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