Budgets generate a great deal of noise. Within minutes, newspapers, accountants and financial advisers begin publishing lengthy lists of winners, losers and changes to allowances. This year we thought we would do something different and focus on just the things that might be of more interest to you. For most Herbert Scott clients, there…
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We’re delighted to welcome Hannah Grice to Herbert Scott as a Chartered Financial Planner. Hannah brings more than 15 years of experience in financial services and exactly the kind of relationship-led, people-first approach that sits at the heart of Herbert Scott. Hannah began her career in banking in 2005, building broad experience across the industry before qualifying as a…
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We’re delighted to share that Daniel Brooks has been promoted to a Chartered Financial Planner, which is a real reflection of the care and commitment he brings to every client relationship at Herbert Scott. Daniel joined Herbert Scott in October 2022. After an undergraduate degree in History at the University of Kent, he took…
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You may be concerned about what to bring with you to your first meeting with a financial planner. People often arrive with a handful of pension statements and policy documents rescued from the back of a drawer and a sense that their finances aren’t sufficiently well organised to come in at all. The assumption that financial planning is only possible…
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We’ve had the pleasure of welcoming Sophie, into the office over the past month. She is an Economics and International Development Student from the University of Sussex and previously attended school in Lewes. It’s been an absolute joy having her as part of the team. From day one, she impressed us with her maturity, eagerness to learn, and genuinely friendly…
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Herbert Scott has recently welcomed two more enthusiastic individuals into the firm to undertake work experience in the field of Financial Planning. It’s been a rewarding opportunity to support young people in developing life skills and exploring potential career paths in financial services. Here, Samuel Attwood shares his reflections on his time with us. You can read about Sophie Packham’s…
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The Shift I’m Seeing A pattern I’m seeing among families with wealth is this: parents and grandparents are increasingly choosing to gift earlier, rather than waiting for their will to do the work after they are gone. Clients are no longer just asking how to pass wealth on, but when. It’s not purely technical anymore. It’s emotional, layered, and intentional.
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Let’s be honest, hardly anyone lies awake at night thinking, “Do I need a financial adviser or a financial planner”. Most people simply want someone who understands where they are in life and can help them make sensible, reassuring decisions with their money. The job title matters far less than the experience. But understanding how the profession has changed over…
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Periods of geopolitical tension often dominate the headlines, and the recent military action involving the US, Israel and Iran is no exception. Such events naturally heighten uncertainty. As ever, markets digest new information rapidly. Prices reflect the consensus view of millions of participants, each interpreting evolving events in real time. Where the situation goes next is unknowable. Markets will move…
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Being an investor can be emotionally challenging. Even after a run of positive years, it is entirely natural to worry that some of those gains may be given back. Then again, this is regularly a feature of a long-term investor’s journey, though no such guarantees exist. As the calendar turns, it is once again the season for bold predictions and…
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