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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Herbert Scott was delighted to welcome an enthusiastic work placement student into the firm last week. It was a great chance to support a young person in developing real world work skills and exploring potential career paths in financial services. Hlib Voishytskyi shared his thoughts about his experience: “I cannot recommend Herbert Scott financial planners enough if you are…
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We’re delighted to share some exciting news from the recent annual dinner for the Sussex branch of the Chartered Insurance Institute. Our very own Daniel Brooks was presented with the Rising Star award! This award recognises and applauds the outstanding achievements of ‘rising stars’ within the local Financial Services and Insurance professions. The annual…
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Introducing Our Equity Release Flow Chart. Equity release has evolved significantly in recent years. What was once seen as a last resort is now a well-regulated, flexible planning option that can play a useful role in later-life financial planning when considered carefully and used for the right reasons. For many homeowners, property represents a substantial portion…
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