The welfare and safety of customers and staff is our absolute priority, our offices are now closed for client personal appointments, walk in customers and visitors until further notice.
Some of our staff are working from home where practical, however the majority have now returned to the office.
We have been totally committed to providing our full services throughout this crisis and are still very much open for business, we will continue to offer our usual high standards of service.
Telephone lines and e-mail remain open during this difficult time so please do
contact your adviser by mobile as usual, or use the following methods : –
(We do want to hear from you so do not hesitate)

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

We look forward to seeing you again shortly, and thank you for your patience
and understanding in the meantime – stay safe

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

Returning to the office

The welfare and safety of customers and staff is our absolute priority, our offices are now closed for client personal appointments, walk in customers and visitors until further notice.
Some of our staff are working from home where practical, however the majority have now returned to the office.
We have been totally committed to providing our full services throughout this crisis and are still very much open for business, we will continue to offer our usual high standards of service.

Take a look at our new report on current markets, finances and wellbeing

We understand that the current circumstances across the world are causing concern to many of our clients and have therefore attached a report prepared in partnership with Goldmine Media, which may be of interest to you. This covers a broad range of subjects, providing detailed information on investment markets as well as insights into loans and grants and support you may be entitled to depending on your circumstances e.g. property owners, renters and the self-employed.