Why Macbeth Scott & Co Life and Pension Services?

We know: managing money involves some big decisions. But at Macbeth Scott & Co Life and Pension Services we keep things simple. Our values promote trust, transparency and professionalism as well as pride in what we do, and how we conduct business.  We always offer a face-to-face consultation and if you have any questions at all, just ask. It’s as simple as that.

Independent financial advice can be hugely beneficial to everyone, at every stage of their life. Here are the top five advantages of working with Macbeth Scott & Co Life and Pension Services:

  • Time and cost savings

    Independent Financial advisers from Macbeth Scott & Co Life and Pension Services will take all the hassle out of investment planning. They do all the hard work, so you don’t have to.

  • Money management to suit you

    We take time to understand your requirements, but we know circumstances can change and so can market conditions.  Our ongoing review service will ensure your investment strategy remains appropriate, whilst recognising tax-saving opportunities.

  • Independent whole of market access

    Our financial advisers have access to the whole market, which means you can select from the widest range of financial planning, saving, investment and tax wrapper arrangements.

  • Financial expertise

    Macbeth Scott & Co Life and Pension Services has in excess of thirty years of experience handling all types of investments and pensions. Our knowledge of the markets is second to none and with the guidance of our professional advice the process of saving and investing is streamlined and transparent.

  • The personal touch

    It is crucial that you have the utmost confidence in whomever you choose to handle your money. It is our aim, above all else, to ensure that we build relationships based on trust and integrity and that all our communications are open and honest.

Our Commitment to You

Macbeth Scott & Co Life and Pension Services Ltd is able to act on your behalf in advising you on investments and financial planning.

Any advice or recommendation that we offer to you will only be given after we have assessed your needs and considered your financial objectives and attitude to any risks that may be involved. We will also take into account any restrictions that you wish to place on the type of products you would be willing to consider.

Committed to providing the highest standards of financial advice and customer service

We will:

  • be open, honest and transparent in all interactions,
  • prioritise client interests,
  • communicate clearly and promptly, and
  • consult with you, the client, to ensure our services meet your expectations and requirements.

Read more about Macbeth Scott & Co Life and Pension Services

Our people

High performance is not just for funds, we expect the same from our people, too.

Meet the team

Our process

Keeping it simple: here is what will happen if 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.