Scott Shadwell

I have 27 years’ experience in financial planning, 13 of those as an adviser.

My pragmatic approach to financial planning has forged some excellent client relationships, both on a personal and corporate level. My clients can trust me to provide them with a bespoke and reliable approach to their finances and their trust is not something I take lightly.

This is what I’ve done…

My career has been one of financial institutions dominance. Starting at Lloyds bank as a cashier, it soon became apparent to me that some people are extremely good with money and others not so good. It was then that I decided that I wanted to be one of the former and embarked on a career of initially undertaking a great many exams (something which does not appear to be dissipating any time soon).

Obtaining the Financial Planning Certificate in 2005 opened up a great many opportunities which have included advising clients in a “tied”, “multi-tied” and eventually with an “independent” capacity. I remain as passionate as ever in assisting clients to meet and exceed their goals and objectives. I would like to think my clients find me knowledgeable, approachable, likeable and trustworthy – that’s what they tell me anyway!

…And this is what I’m all about

My nickname of “Shads” could have been a lot worse! But now, having two Scott’s in the office, I find this does come in handy. I am a keen runner (having completed the London Marathon on a number of occasions……well twice). I think I have one more left in me!

I enjoy travelling and experiencing all that the world has to offer. I truly believe that if you have taken the time (and money) to visit some far-flung place, that you should submerge yourself in that country’s culture. I enjoy visiting Europe, Thailand, Japan in fact anywhere in the Far East and would thoroughly recommend it to anyone.

And if you’re thinking wine and running do not go hand in hand, I have a four-year-old baby girl to keep me fit and active!

Our People

Nathan Simmons


Lucy Cunningham

Client Services Manager

James Melhuish

DipPFS - Financial Planner

Scott Atkinson

DipCII, DipPFS - Director and Financial Planner

Simon Frost

APFS - Director and Chartered Financial Planner

Rod Edwards

DipPFA - Financial Planner

Emma Saunders

DipPFS - Financial Planner

Lewis Keates

Office Manager & Paraplanner

David Shepherd

Operations Manager

Valerie Stock

Operations Manager

Sheila Kehoe

Client Services Manager

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