Making the complex simple

Our aim is to provide clear and reliable advice 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.

Our ethos

Expertise and history

The team at Macbeth Scott & Co Life and Pension Services Ltd 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.

By choosing Macbeth Scott & Co Life and Pensions you will benefit from the personal approach to financial planning: a real person on the end of the phone, face-to-face meetings and the flexibility to respond quickly to changes in your needs or the markets. Whether you require pensions advice, wealth management or guidance on tax, savings and investments call us today – we look forward to working with you.


Trust, integrity, success

Angela Pooley

The actual boss: Company Director since 1996

Charles Scott

The eponymous hero: founding director of Macbeth Scott & Co.

Our process

Four easy steps to success


We take the time to discuss appropriate strategies for realising your investment goals.


We will gather data regarding your personal and financial circumstances and prepare our recommendations for you.


Once we have agreed a strategy, we will implement the recommendations on your behalf.


We can manage your investments long-term to give you peace of mind and a reliable investment strategy.

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

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

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.