Protect your finances and manage your money

Financial advice is relevant for everyone at any stage in their life. Advice on protecting your financial arrangements, or setting up a coherent, cohesive and holistic investment strategy can assure the security of your financial future, no matter when you decide to take action. Macbeth Scott & Co Life and Pension Services offer a diverse range of services and you can choose whether you see us once a year or once a lifetime, we are always happy to help.

Money management

At Macbeth Scott & Co Life and Pensions, our service is all about building and protecting your wealth in order to achieve your financial goals. Our aim for investments is to build a diverse portfolio that will position you at the efficient frontier: the point at which you get the highest return commensurate with the level of risk you are happy to take whilst recognising tax-saving opportunities.

MONEY management


Get peace of mind and protect your wealth from the unexpected with arrangements that will support you when you need it most.

Assurance means considering what is important to you – such as your family and home – and making sure they are protected should the worst happen.

Financial protection

Retirement planning

No matter where you are in life, paying into a pension is a critical investment for your future. We can look at your pension arrangements to ensure you maximise your savings. Reviewing any company schemes available and taking into account your attitudes to risk, desired retirement age and goals for income and growth will help to ensure you are on track for the return you will need.

Retirement planning

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.

Discover Wrap

Our service

Four easy steps to success


We take the time to discuss appropriate strategies for realising your financial 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 arrangements long-term to give you peace of mind and a reliable investment strategy.

How can we help?

Fund management

Our service is all about creating, building and protecting your wealth in order to maximise your long-term goals.

Financial protection

Get peace of mind and protect your wealth from the unexpected with assurances for life, death and taxes.

Retirement planning

Careful retirement planning helps you to make the most of your golden years. Our specialists provide advice for all life stages to help your pension grow.​

Corporate services

Macbeth Scott & Co Life and Pension Services has over thirty years of experience in working with businesses to advise on group pensions, corporate schemes,

employee benefits and protection for senior or key staff.

Corporate services >

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.