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.

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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

Supporting Local Music

Macbeth Scott & Co – Life and Pension services are sponsoring a New Music event
Sean Webster supported by Mick McConnell.
The Old Laundry Theatre, Bowness
Date – 5th April 2024
Time – 7.15pm

Link for tickets https://www.oldlaundrytheatre.co.uk/event/sean-webster/

Concert for Craig
The original concept for this gig came from Craig Ross, who we sadly lost on the 19th of November 2023. This event is dedicated to him.
The company will be supporting Pulmonary fibrosis in Craig’s memory.

Shape your financial future.

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