Scott Shadwell

I have 25 years’ experience in financial planning, 12 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 has 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 was lucky enough to visit Japan recently and would thoroughly recommend it to anyone.

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

Our People

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

Alistair McCann

DipPFS - Paraplanner

Crystal Mack

Client Services Manager

David Shepherd

Operations Manager

Valerie Stock

Operations Manager

Sheila Kehoe

Client Services Manager

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