Scott & Associates Financial Planning

Scott & Associates Financial Planning Helping individuals and businesses achieve the financial position they want to be in. It all starts with one-to-one, face-to-face advice. The 'St.

Our services include retirement planning, investment planning, as well as protecting you and your estate. Financial decisions are often some of the hardest you’ll have to make. We pride ourselves in being able to assess a situation and provide you with advice, guidance and recommendations in order to make those decisions confidently. Often very few people have the time or the inclination to organise their financial affairs most effectively. This is hardly surprising, since the financial world we live in is highly complex and ever changing. At one time or another, most of us will need to seek some help. We provide the very best financial advice in a wide variety of areas, including:

Retirement Planning
Protection
Investment Planning
Estate and Tax Planning

Our aim is to build long term relationships and be the 'one stop shop' for all of our clients with any financial matter. We support our clients during life changing events and will regularly asses and adjust any plans to achieve the goals set out by our clients. All initial meetings are without obligation. Please feel free to get in touch and see how we can help you.

01732 897960
[email protected]

Scott & Associates Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

Happy birthday to our lovely Helena! We hope you enjoy the rest of your celebrations.
23/09/2026

Happy birthday to our lovely Helena! We hope you enjoy the rest of your celebrations.

The team had a lovely time celebrating Jack's birthday on Friday. We started the day in Camden and ended the night in Wa...
21/09/2026

The team had a lovely time celebrating Jack's birthday on Friday. We started the day in Camden and ended the night in Waxy O'Connors!

Happy birthday to our lovely Carrie! We hope you have a wonderful day. Enjoy your celebrations.
18/09/2026

Happy birthday to our lovely Carrie! We hope you have a wonderful day. Enjoy your celebrations.

We want to wish Jack a very Happy Birthday! You have been a credit to Scott & Associates this year. We hope you have a n...
24/08/2026

We want to wish Jack a very Happy Birthday! You have been a credit to Scott & Associates this year. We hope you have a nice day.

At a glance:*If you die without a valid Will, the rules of intestacy set out who inherits your estate.*For unmarried cou...
19/08/2026

At a glance:

*If you die without a valid Will, the rules of intestacy set out who inherits your estate.

*For unmarried couples, a surviving partner would have no entitlement to their partner’s estate unless this wish had been explicitly documented in a valid Will.

*For cohabiting couples, how you own your home matters. If owned as joint tenants, the whole property will automatically pass to the surviving partner on death.

Read the rest of the article here:
https://www.derekscott.co.uk/article/detail/sjpp/where-theres-a-will-theres-a-say.html

Last Thursday, the team went to play Padel. We then ended the night with a lovely tapas!
10/08/2026

Last Thursday, the team went to play Padel. We then ended the night with a lovely tapas!

We would like to wish our lovely principle Derek a very Happy Birthday. It is a pleasure to work for you. We hope you ha...
30/07/2026

We would like to wish our lovely principle Derek a very Happy Birthday. It is a pleasure to work for you. We hope you have a wonderful day celebrating!

At a glance:*Protecting your family is often low on a busy to-do list, yet it’s a fundamental part of any family’s finan...
16/07/2026

At a glance:

*Protecting your family is often low on a busy to-do list, yet it’s a fundamental part of any family’s financial plan – and financial resilience.

*Financial protection such as insurance cover helps ensure that you and your family will be able to pay bills, maintain your lifestyle and safeguard your savings, should the worst happen.

*A financial adviser can help you make sure you have the right level and type of protection for you, both now and in the future.

Read the rest of the article here:
https://www.derekscott.co.uk/article/detail/sjpp/what-is-protection-and-why-do-i-need-it.html

Happy Birthday to our lovely Sarah! We hope you enjoy your day & celebrations.
05/07/2026

Happy Birthday to our lovely Sarah! We hope you enjoy your day & celebrations.

Address

Suite 28, 30 Churchill Square
West Malling
ME194YU

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

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