Macbeth Scott - finance and wellbeing report

We understand that the current circumstances across the world are causing concern to many of our clients and have therefore attached a report prepared in partnership with Goldmine Media, which may be of interest to you. This covers a broad range of subjects, providing detailed information on investment markets as well as insights into loans and grants and support you may be entitled to depending on your circumstances e.g. property owners, renters and the self-employed. There is also a health and wellbeing section to provide tips on working from home, exercise and even some book reviews.

Macbeth Scott L&P Services – Property information April 2020

Macbeth Scott L&P Services – Investment information April 2020

Macbeth Scott L&P Services – Retirement information April 2020

Macbeth Scott L&P Services – Self Employed Workers April 2020

Macbeth Scott L&P Services – Business &Workers April 2020

Macbeth Scott L&P Services – Family finances April 2020

Macbeth Scott L&P Services – Health & Wellbeing April 2020

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.