Meet the team

We are a friendly, close-knit team at Macbeth Scott & Co Life and Pensions. We have a range of expertise and experience, but no matter who you work with you will always be guaranteed excellent customer service and the top quality advice you would expect.

Charles Scott

Director

Charles’s career started as a management trainee with a large insurance company, and moved to Insurance Broking in 1973.  He founded Macbeth Scott & Co in 1986, following the introduction of new legislation, and is qualified both as an insurance broker and a level 4 Independent Financial Adviser.

When not at work he is likely to be found near a rugby ground, or listening to live music.  Sometimes as with Status Quo’s gig at Kendal Rugby Club, he’s doing both at the same time!

Angela Pooley

Director

Since 1986 Angela has specialised in Financial Services, in particular, Corporate Financial Planning, Investments and Inheritance Tax Planning.  Having originally worked in the Corporate Sector of one of the UK’s largest clearing banks, Angela joined Macbeth Scott & Company Life and Pension Services Ltd in 1995.  She maintains and develops our business relationships with legal and accountancy professionals, as well as maintaining on-going relationships with our clients.  In addition, Angela mentors members of our team who see their long term future careers with our company.

Jon Orton

Adviser

Prior to joining the Financial Services Industry Jon served in the British Army and spent six years working for the Red Cross as a Medical Technician.

Jon has a wealth of experience in his nearly 20 years within Financial Services advising both private and corporate clients, and has also worked in Spain and Gibraltar for an international advice firm.  

In his spare time Jon enjoys spending time with his family, and is a long suffering Morecambe FC season ticket holder.

Quentin Walshe

Adviser

Quentin’s career began in London in the late 1980s, later to qualify and specialise in Investments and Pension advice which enables him to advise clients throughout their lives, from their first mortgage right through to retirement planning.

Helena Nolan

Financial Planning Assistant

Helena brings many years of experience in the industry to our team, having worked for a large Discretionary fund management company in her home city of Liverpool.

After joining our firm in early 2018, Helena has enjoyed working closely with both our Independent Financial Advisers and our clients, also preparing client reports where her qualifications and experience is absolutely vital.

Helena is now studying to become a fully qualified Financial Planner, and her appointment is an important part of our company’s continued development for our future.  Most importantly, both Helena and Helen are totally committed to their future careers and the continued high level of service and advice provided to our valued clients.

Helen Crawford

Financial Planning Assistant

Helen joined the team in December 2018 bringing eight years of industry experience with her.  Since joining the company, Helen has decided to further her career and is now studying to become a fully qualified Financial Planner. As part of this journey, she will be working closely with our team of advisers, gaining further experience and building client relationships.

Helen’s appointment is an important part of our company’s continued development for our future.  More importantly, both Helen and Helena are totally committed to their future careers and the continued high level of service and advice provided to our valued clients.

Liz Rock

Research and Review Administrator

Our longest-serving team member, Liz Rock has been with us since 2009 and is responsible for research and the preparation of reviews.  She arranges up to date information for each client meeting and review, and obtains policy specific information on legacy accounts. Liz is also our resident expert on researching investments and portfolio performance.

Kelly Bonson

Client Services Administrator

Kelly has been part of the admin team since March 2014. When not at work she enjoys spending time with her young family and taking her dog on long walks. In her spare time Kelly loves cooking and watching old films.

Miriam Wells

Financial Services Administrator

Miriam joined us in December 2020 with a wealth of administrative experience gained in various sectors including Hospitality and Tourism, and Education.  She made the switch to Financial Services in 2018 and has not looked back since.

She has completed part of the ‘Certificate in Paraplanning’ and is now studying towards the complete award. Miriam is keen to broaden her knowledge and further her career within our company.
She is an integral part of the team, responsible for ‘Client Servicing’ and oversees the day-to-day administration for all of our clients’ accounts.  She also mentors the newer members of our team.

Outside of the office, Miriam is a keen follower of Formula 1 Motor Racing and likes to keep fit doing yoga and going for long walks in the countryside.

Daniel Orton

Employee Benefits Administrator

Daniel graduated from Swansea University, during which time he gained valuable experience, spending his summer holidays working at our company.

After graduation, he began his career in Financial Services with one of the UK’s largest Banking Services.

To further his ambitions, he then gained considerable experience with one of the most respected administrators of UK Government Pension Schemes.

Daniel joined Macbeth Scott & Co ( Life & Pension Services ) in April 2021 and is responsible for our Employee Benefit Schemes. Whilst meeting our Corporate Client’s administrative needs, Daniel is becoming involved in the increasing protection market for Personal clients, as Covid has caused many people to review their family’s financial arrangements during the worst health crisis this country has ever experienced.

Starting his career during this unprecedented time, Daniel is now even more determined to become a Registered Independent Financial Adviser.

Besides being mentored by our qualified and experienced financial Advisers, he is working towards the demanding qualifications required to achieve his ambitions.

In his spare time, Daniel enjoys going to the theatre with his Fiancée, reading, and spending time with his cat, Freyja.

Read more about Macbeth Scott & Co Life and Pension Services

Our process

Keeping it simple: here is what will happen it you choose Macbeth Scott & Co Life and Pensions.

How we work

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.