We are delighted that our office doors will re-open on Monday 22nd June, when we will once again be happy to offer face-to-face meetings. Social distancing rules will apply and remote meetings remain available if preferred. Please contact us in the normal way on the main office number, 01273 407500, or via e-mail to book an appointment.

News / page 3

3rd January 2020 - Ellen Wood

Achieving Diploma Status!

Herbert Scott has always supported the ongoing development of its staff and we are delighted to announce that Sam Martin has recently succeeded in achieving his Diploma in Regulated Financial Services Operations, a highly-regarded financial planning qualification.  He has been flying through his professional exams, achieving his Certificate in Regulated Financial Services Operations in July of this year, and…

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20th December 2019 - Jennie Snooks

Lewes’ Late Night Christmas Shopping

On Thursday 5th December Lewes held its annual Late-Night Christmas Shopping Event.  With our new presence on the High Street we decided to get involved and remained open to give residents the opportunity to pop in and see our newly renovated premises and get to know the team. We got into the Christmas spirit, dressing up as reindeer and standing…

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18th December 2019 - Tracey Payne

Election Outcome

Election outcome: a large Conservative majority ‘One cannot judge a performance in any given field (war, politics, medicine, investments) by the results, but by the costs of the alternative (i.e. if history played out in a different way).’ – Nassim Nicholas Taleb – Fooled by Randomness Waking up to a large…

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18th December 2019 - Jennie Snooks

Christmas Office Opening Hours

The festive season is fast approaching and so we wanted to share our office opening times over the holiday period. We will be working as usual until Friday 20th December, when we will close for the rest of the day from 11.20am for our staff Christmas lunch. We will re-open on Monday 23rd December at 9am, before closing for the…

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16th December 2019 - David Herbert

Not shaken, nor stirred

Over the last month or so, financial journalists have been desperately looking for stories containing ‘news’ on anything other than the B word. A great deal of excitement has therefore been generated in the financial media from possible changes in the rules on Inheritance Tax. The Office of Tax Simplification (I wonder what their Christmas parties must be like)…

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14th October 2019 - Jacques Howell

The Importance of Income Protection

When you hear the words ‘mortgage protection’ what do you instinctively think of? You’re probably thinking about life cover or critical illness cover? These are all great ideas and excellent advice for people taking out mortgages as they can provide a lump sum to repay the debt in full if one of the mortgage holders dies…

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7th October 2019 - David Herbert

Should I pay off my child’s student loan?

The last thing many parents want is for their children to leave university with a huge student debt hanging over them. We are often asked the question – “Should I pay off my child’s student loan?” It’s a simple question to ask, but one that has no simple answer and depends on personal circumstances and feelings rather than just plain…

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4th October 2019 - Tracey Payne

If it ain’t broke, don’t fix it…

If it ain’t broke, don’t fix it… There is always a temptation to fiddle around with a portfolio’s structure to try to position it ready for potential short-term global events, such as Brexit. Investors would do well to remind themselves that the core principles of good investing hold true through all market conditions.  It is also worth remembering…

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30th September 2019 - Tracey Payne

How long is long term?

For many investors – particularly those in retirement – the question ‘how long is long-term?’ could also be translated as ‘I’m getting on a bit, so should I still be investing in the stock market?’.  When is comes to systematic investing – that is to say, capturing specific market risks in a disciplined and rules based manner – a subsidiary…

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8th August 2019 - Tracey Payne

Making it easy to access quality financial advice in Lewes, East Sussex 

Herbert Scott, Lewes based Chartered Financial Planners, has doubled its office space with a move that brings quality financial advice closer to the doorsteps of people living in and around the county town. The firm was set up in 1996 by David Herbert and Kevin Scott with the intent to grow a financial services business that, one day, will…

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