9th October 2025 - Kevin Scott

Strengthening Our Leadership Team for the Future

At Herbert Scott, we’re proud of the way our firm has grown – not just in numbers, but in the strength and depth of the people who are part of our team. To continue delivering the clarity, independence and trust our clients value, we’ve refreshed our leadership structure to reflect both where we are now and where we’re heading.

A new chapter under Tracey Payne’s leadership

We’re delighted to share that Tracey Payne has been appointed Managing Director. Tracey has been at the heart of Herbert Scott since January 2013, so nearly 13 years, shaping our investment philosophy and ensuring that our advice remains clear and client focussed. Stepping into this role, Tracey will continue to lead with the same commitment and dedication to our clients and team.

Welcoming new leadership roles

Alongside Tracey, we’ve created new leadership roles to strengthen the way we operate and communicate:

They join our existing leaders:

Why this matters for our clients

Speaking about the changes, Tracey said:

“This new structure marks an important chapter for Herbert Scott. Our business has always been about people first – clients, team, partners – and by bringing Hannah and Stacey into leadership roles alongside Jennie and Ben, we’re combining fresh energy and deeper capability. We believe this will help us deliver a stronger, more consistent service and continue to grow in a way that stays true to our values of clarity, integrity and excellence.”

Looking ahead

Financial planning is about building confidence in the future – and that applies to us as much as it does to our clients. With a leadership team that blends experience, new energy and a shared set of values, we’re well placed to keep supporting our clients in making clear, confident financial decisions for years to come.

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