News / page 29

29th September 2021 - Jennie Snooks

Our newest apprentice!

We are pleased to announce that Herbert Scott has a new apprentice! Eva Fitton joined us in September 2021 as our Trainee Client Administrator. She is currently working towards her Level 2 Financial Services Administration exam. Eva is eager to learn about financial services and is aiming to continue her career at Herbert Scott after her year’s apprenticeship,…

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8th September 2021 - Ben Nolan

Proms in the Paddock

Saturday 7th August saw the return of Proms in the Paddock – a unique and hugely popular event that is brought to Lewes each summer by Commercial Square Bonfire Society. Despite the best efforts of the British weather to dampen spirits, the event was a great success with the grand finale, provided by the Lewes Glynde and…

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8th September 2021 - Jennie Snooks

Welcome to the newest member of the Herbert Scott team!

We are pleased to welcome the newest member of the Herbert Scott Team – James Porter. James has taken on the role of Financial Planning Assistant and will be working closely alongside our Financial Planners to help provide clients with top-quality advice and service. James will be helping the advisers to construct, implement and monitor our client’s strategic financial…

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18th June 2021 - Jennie Snooks

Achieving her Certificate!

We are delighted to announce that Susana Duarte has recently achieved her Certificate in Regulated Financial Services Operations, a highly regarded financial planning qualification. Susana has been very committed to studying for her professional exams since completing her Business Administration apprenticeship with Herbert Scott in March 2020. She is now looking to further her studies, and is hoping to…

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12th May 2021 - Tracey Payne

Herbert Scott recruits another Financial Planner!

We are very excited to be joined this month by another Financial Planner, Sean Banks, formerly an Independent Financial Adviser at Premier Companies UK. Founding directors of Herbert Scott, David Herbert and Kevin Scott, have always had a vision to grow the company and deliver the benefits of fantastic, quality Financial Planning to a wider audience in…

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21st April 2021 - Jennie Snooks

Achieving Diploma Status

We are delighted to announce that Jodie Norman has recently achieved her Diploma in Regulated Financial Planning, a highly regarded financial planning qualification. Jodie has been very committed to studying for her professional exams and completed her Certificate in Regulated Financial Services in March 2017. She is now looking to further her studies, with the aim…

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17th March 2021 - Jennie Snooks

Good Luck Sam!

It is with mixed feelings that we announce the departure of Sam Martin, one of our Financial Planning Assistants, and a valued member of the team at Herbert Scott.  Sam joined us as an Apprentice in September 2016.  After studying to become a Pharmacist at University, he decided he wanted to embark upon a different career and…

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17th December 2020 - Hannah Bibby

Professional achievements at Herbert Scott

As a firm, Herbert Scott have always been proud to support the ongoing professional development of its staff. Even with the crazy year we have all had, various members of our team have still been sitting, and passing, their professional exams! Our newest client administrator, Susana Duarte, is now one exam away from achieving her Certificate in Regulated Financial…

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23rd September 2020 - Ellen Wood

Achieving his Certificate

Herbert Scott has always supported the ongoing development of its staff. We are delighted to announce that Jacques Howell has recently succeeded in achieving his Certificate in Regulated Financial Services Operations, which is a highly-regarded financial planning qualification. Jacques is now looking to further his study, with the aim of achieving his Diploma in Regulated Financial Services Operations .

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22nd April 2020 - Jennie Snooks

Another apprenticeship success at Herbert Scott

We would like to say a huge well done to Susana Duarte who has recently completed her Business Administration Apprenticeship.  Susana has now earned herself a full time Administrator position at Herbert Scott  and will be working alongside Jennie and Ellen in the administration team. Prior to joining Herbert Scott, Susana studied A Level Maths, Biology and Chemistry at Sussex…

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