Herbert Scott Chartered Financial Planners

We have used Herbert Scott Chartered Financial Planners for very many years and have been consistently impressed with their services. Despite our complete lack of financial expertise Herbert Scott always have time to explain everything and make excellent suggestions such that our investments have increased substantially. The staff are also extremely welcoming and friendly.

We have been clients of Herbert Scott for 12 years now and we have always found their services personal, professional and efficient. They listen to our changing needs and advise us accordingly. As a company they have excellent communication with clients and always offer an annual face to face review.

Have been clients of Herbert Scott for twenty years plus. Have always received excellent financial advice over these years, which has proved invaluable. During these years we have encountered various financial situations, which Herbert Scott have always found solutions. They have the technology to tailor clients individual needs, to explain in a simplistic manner.

Financial forecasts, pensions etc. all explained and mapped out. We have been very pleased to be clients of Herbert Scott over these years. We would recommend highly to all family, friends and colleagues.

I have been with Herbert Scott now for around a decade and have never regretted the decision to move to their organisation from my previous IFA. They run "a tight ship" but, though that description can be used pejoratively, I cannot fault their professionalism and their empathetic treatment of any problem that has arisen (and there have been some - especially of late!).

You will simply not find a better financial planning and advice service. I'm not a financial person and can often find numbers confusing. Kevin has always taken the time to explain my financial planning options to me thoroughly and with clarity. He has helped me to create a proactive plan for managing my day to day finances as well as creating a longer term plan for the future. Simply superb!

I have used Herbert Scott for a number of years now and found the advice given to be honest and balanced and ideally suited to my retired situation. I have never felt any pressure to go out of my particular comfort zone with regards to my investment portfolio and Herbert Scott, particularly Kevin has served us well. Thoroughly recommended. Jackie and Mike C

We have been with Herbert Scott as our financial advisors for12 plus years. The staff are always very professional and thorough and extremely helpful, even dealing with minor details. They do exactly what they say they will do. We are small investors but we are given the same service as any of their clients. During the 2007 financial crisis like most small investors we were concerned about possible losses.

However as they advised that the market will always come back we felt comfortable and time has proven that to be correct. Their fees are more than acceptable and would and have recommended them to friends and family.

We have been clients of David Herbert at Herbert Scott for over 25 years and David has always been a crucially important influence in our financial decisions. He has guided us very successfully with savings and investments both before and after we retired and as a result we are in a much better financial position than we would otherwise have been.

The excellent service offered by Herbert Scott is highly personalised and David always remembers our particular family circumstances and how these are likely to impact upon our financial decisions. We would wholeheartedly recommend Herbert Scott. They have supported us and smoothed our path over the years so that we've been able to provide not only for our retirement but also to provide significant support for our children and grandchildren.

I have been with Herbert Scott for more than 10 years, as had my partner before me, and I have always been given sound financial advice. It is always a pleasure to come in to Lewes and be reassured that my investment portfolio will keep me well provided for in my dotage.

Working with Herbert Scott has always been a pleasure. Whether you are a client or a supplier, they always welcome you and make you feel part of the team. That in itself speaks volumes to me! Very knowledgeable and professional. Keep up the good work!

We have been with Herbert Scott as our financial advisors for12 plus years .The staff are always very professional and thorough and extremely helpful, even dealing with minor details. They do exactly what they say they will do. We are small investors but we are given the same service as any of their clients. During the 2007 financial crisis like most small investors we were concerned about possible losses.

However as they advised that the market will always come back we felt comfortable and time has proven that to be correct. Their fees are more than acceptable and would and have recommended them to friends and family.

We have been clients of David Herbert at Herbert Scott for over 25 years and David has always been a crucially important influence in our financial decisions. He has guided us very successfully with savings and investments both before and after we retired and as a result we are in a much better financial position than we would otherwise have been.

The excellent service offered by Herbert Scott is highly personalised and David always remembers our particular family circumstances and how these are likely to impact upon our financial decisions. We would wholeheartedly recommend Herbert Scott. They have supported us and smoothed our path over the years so that we’ve been able to provide not only for our retirement but also to provide significant support for our children and grandchildren.