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.

Quentin Walshe

Independent Financial 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

Independent Financial Adviser

We are delighted to announce that Helena is now registered with the FCA as a qualified Financial Adviser. Her appointment is an important part of our company’s continued development for our future. Most importantly, she is totally committed to her future career and the continued high level of service and advice provided to our valued clients. 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. Having prepared client reports along with her qualifications and experience, Helena’s adviser role is enhanced as many client relationships have now been established for over 6 years.

Kelly Bonson

Admin Supervisor

Kelly has been part of the admin team since March 2014 with vital duties, amongst others , in regard to client investment trades . Due to her wealth of experience Kelly is our Admin Supervisor ensuring the accuracy of internal procedures.  When not at work she enjoys spending time with her young family, walking and cooking.

Liz Rock

Research and Review Administrator

Our longest-serving team member, Liz Rock has been with us since 2009. Liz is responsible for research and the preparation of client review reports. She arranges up to date information for each client meeting and review, plus obtains all policy technical information on clients legacy plans and policies.

Joseph Slader

Financial Services Administrator

After gaining a Masters in the Psychology of Advertising from Lancaster University, Joseph initially joined our company as an Intern. However, he became too valuable to our company due to his commitment and dedication and joined our permanent team of staff as a Systems Administrator. Through this role Joseph gained the knowledge and experience necessary to become a dedicated Financial Services Administrator. In this role Joseph is best placed to utilise his existing skills and gain new ones and see us into the future.

Sagar Baniya

Financial Services Administrator

Sagar, holds a Masters in Finance from Oxford Brookes University and began his professional journey in London as an Investment Analyst in a Merger & Acquisitions, excelling in investment analysis and risk assessment. Transitioning to an Independent Financial Adviser Firm, there he gained practical experience while continuing his studies. Now at our company, he is dedicated to administration duties while pursuing CII Level 4, charting a course toward becoming a financial adviser and enriching the firms future.

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.