My Macbeth Scott - finance portal

 

Coming soon: My Macbeth Scott – finance portal. You will be able to view your finances, update your personal details and download statements.

Client agreement

The Client Agreement for Investments and Insurances should be read in conjunction with our Service Proposition & Engagement document.
Download a client agreement

Service proposition

 

The Service Proposition and Engagement Agreement is supplementary to our Client Agreement and sets out the basis on which we will charge for our services.
Download a service proposition

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.