Simon Scott-White Email & Phone Number

✅ I manage investment portfolios for private clients, charities, trusts and pensions. ✅ I work with private clients ✅ trustees ✅ solicitors ✅ accountants ✅ financial advisors ✅ I receive referrals from insurance brokers, art dealers, estate agents and property search agents and Land AgentsHow do we help our clients:✅ Increasing portfolio values over the longer term✅ Increasing income generated from their investments✅ Helping clients retire early✅ Helping families wind up Estates✅ Helping clients build a business exit strategy✅ Helping clients with Intergenerational transfer of wealth✅ Providing clients with financial security in their later years✅ Helping clients with school fees, retirement costs and medical costs✅ Helping clients enjoy life by reducing financial pressure.📜 I started my career in finance in the mid 1990's. In 2000 I moved into private client stockbroking with Capel Cure Sharp and after two years relocated to Oxford where I joined Gerrards, which was later blended into Barclays Wealth. In 2005 I moved to Charles Stanley's Oxford Office as a senior investment manager, four years later I became the office Branch Manager. I have merged four offices into a super office based in Oxford, increasing funds under management from £150m to over £500m FUMA, introduced financial planning into the team as well as working closely with an intermediary sales manager to build relationships with external financial advisors📈Over 20 years of experience navigating clients through the markets.🏆 I was a member of the Ashmolean Museum's Corporate Advisory Board for three years. 🏆 I have also been the chairman of Oxfordshire's Game & Wildlife Conservation Trust committee. 🏆 In 2017 I was voted in the Spear's 500 for HNW Wealth Manager as "Best of Breed".🏆 In 2018 I was Nominated for the 2018 Citywire Leaders List.🏆 In 2020 Spear’s 500 awarded “recommended 2020, Wealth Manager”I live with Sam my wife, along with two teenaged children, three dogs and six chickens in the Cotswolds.Please do contact me on 📞 01865 320000 or email me at 💻 simon.scott-white@charles-stanley.co.uk for more information. Contactable by phone, email or video conference.

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  Royal Agricultural College, Cirencester

  Rural Estate Management