Our offices are now open, for pre-booked and ad-hoc appointments. Social distancing measures will apply and you will be advised of our procedure when you arrive.

If you would like a face-to-face appointment in our offices, please contact your adviser by mobile as usual, or use the following methods:

Macbeth Scott & Co Life & Pension Services Ltd (Financial)
Telephone 01539727727
All e-mail enquiries hello@macbethscott.co.uk

Macbeth Scott & Co Ltd (General Insurance)
Telephone 01539721736
Motor, Home & Travel Insurance personal@macbethscott.co.uk
Commercial Insurance & Property commercial@macbethscott.co.uk
www.lakesinsurance.co.uk

Protect your finances with Macbeth Scott & Co Life and Pension Services Ltd

We believe that everyone can benefit from sound financial advice. At Macbeth Scott & Co Life and Pension Services, we combine professional expertise and clear communication to give unrivalled customer service. Our aim is to shape a coherent, cohesive and holistic financial strategy that will maximise the security of your future, no matter when you decide to put it in place.  And whether you choose to come and see us once a month or once in a lifetime, we are always happy to help.

Money management

Our service is all about creating, building and protecting your wealth in order to maximise your long-term investments.

Protection

Get peace of mind and protect your loved ones from the unexpected, with assurances for life, death and taxes.

Retirement planning

No matter where you are in life, paying into your pension and maximising this investment is critical for your future.

Corporate services

Macbeth Scott & Co Life and Pension Services has over thirty years expertise in managing corporate financial services, including investments for business owners, employee benefits and workplace pensions

CORPORATE services >

Know where your money is with Wrap

Unrivalled flexibility and fund selection with access to the whole market, securing your portfolio in a single, manageable account.

Discover Wrap

About Macbeth Scott & Co Life and Pension Services

The team at Macbeth Scott & Co Life and Pensions have been providing independent financial advice since 1982.

We pride ourselves on building relationships based on integrity and trust and our small but much-respected and highly-qualified team offer a warm, open and honest approach to financial planning.

Our aim is to provide clear and reliable guidance that reflects your situation and has your interests at heart. We take the time to understand your requirements and will create a bespoke strategy that not only leverages your investment, but also empowers you to access as much – or as little – as you need.

About us

 

Macbeth Scott & Co Life and Pension Services Limited is authorised and regulated by the Financial Conduct Authority.   You can find Macbeth Scott & Co Life and Pension Services Limited on the FCA register at https://register.fca.org.uk/

The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.  The FCA does not regulate tax or estate planning.  Please note that the value of investments may go down as well as up and investors may get back less than they invest.  Where these pages refer to investment performance it should be remembered that past performance is not a reliable indicator of future performance.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients.  Full details can be found at https://www.financial-ombudsman.org.uk/

Macbeth Scott & Co Life and Pension Services Limited is registered in England & Wales. Company number: 01144365. Registered Office: 3 New Road, Kendal, Cumbria, LA9 4AY.

Latest news

Third distribution from LF Equity Income – formerly Woodford

Link Fund Solutions, who have taken over the management of the fund from Woodford, made a third capital distribution to investors on 26th August 2020. A Q&A document from Link is attached.

LF Q&A Third Capital Repayment 20.8.20

Amounts vary in line with the number of units held in the fund.

Pop in and see us!

We are pleased to announce that we are very much open for business and would be pleased to welcome you inside if you are passing to discuss any general insurance or life & pensions matter without needing an appointment.

Please ring the doorbell and we will come to greet you.

At the moment, we will require you to wear a face mask when visiting our offices.