March’s Spring Statement saw the Chancellor of the Exchequer, Rishi Sunak, announce some gloomy economic forecasts. This coincidentally happened on the same day inflation was reported to be rising at its highest rate in 30 years. But was the forecast as dismal as it seemed? In its economic forecasts, the OBR notes that “Given…
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Sometimes as an investor we come face to face with stark reality. Today, that is the case with the bonds held in portfolios. By and large, most long-term investors own bonds because they do not have the emotional or financial capacity to suffer material falls in the value of their portfolio. By and large, high quality bonds have…
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The festive season is fast approaching and so we wanted to share our office opening times over the holiday period. We will be closing the offices at 5pm on Thursday 23rd December. The office will re-open at 9am on Tuesday 4th January 2022. In the event of an emergency, whilst we are closed, please contact Kevin Scott at …
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As many of you know from our previous blog, or maybe you were in attendance, Herbert Scott ran a raffle at this year’s Proms in the Paddock event. Herbert Scott has sponsored Proms in the Paddock for a number of years now but only this year have we got our very own stall. We…
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On Thursday 2nd September, all of the Herbert Scott employees ventured to QLeisure near Hurstpierpoint to compete in Axe Throwing, Archery, Shooting and Go-Karting as our belated team summer outing. Not all of us were confident when it came to the more adventurous sports of axe throwing and firing weapons, but we soon learnt…
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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…
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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…
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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…
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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…
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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…
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