Scott Newbould Cfp™ Email & Phone Number

I am passionate about supporting clients in order to achieve their financial objectives and through their financial planning experience at all stages of life, whether this be purchasing their first home, building wealth for their future or looking at the different options that are available to them in retirement. My aim is to provide all my clients with high quality financial plans which are structured towards their specific needs, along with providing an excellent level of service to them, whether they be individuals, couples, corporations, trusts or charities.I provide advice on retirement planning, investment planning, protection planning and tax planning, creating bespoke financial plans which are focused around the clients individual goals and objectives and which are realistic and adaptable as clients circumstances can be ever changing.When I am not in the office I still enjoy playing golf in my spare time with friends and attending quizzes on a regular basis. I have been in the financial industry since 2010 (with a small break to play professional golf) and have undertaken most roles within financial advice firms from working as part of the administration team, as a paraplanner and now as a financial planner.If you would like to contact me to discuss your financial planning in more detail, we offer an initial consultation which is at our expense. Please do not hesitate to get in touch on 01604 621421 and I would be more than happy to discuss this with you.Qualifications:Diploma in Financial AdviceDiploma in Financial PlanningCertificate in Financial ServicesCertificate in Mortgage AdviceCertificate in Discretionary Investment ManagementCertificate in Advanced Financial PlanningDiploma in Advanced Financial PlanningCertified Financial Planner

Listed skills include Customer Service, Social Media, Office Administration, Microsoft Excel, and 15 others.

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  Vandyke Upper School

  Finance, General