Scott Shadwell

Financial Planner

Work

Scott has 32 years of experience in the financial services sector, with 17 of those years spent as a Financial Planner. If you need advice on pensions, investments and protection, then Scott is the planner for you.

He specialises in working with clients who are genuinely interested in setting themselves aims and objectives and working with a professional Independent Financial Adviser to assist them in meeting those objectives.

Qualifications

Statement of Professional Standing

FCA Register

Accreditations

Rest and play

Scott is a keen football fan and Liverpool FC supporter. He also enjoys running, having completed the London marathon twice, tennis and he’s recently started golf lessons.

Scott’s drink of choice is a glass of red wine, and he likes to travel far and wide. He is also a doting dad to his daughter, Ava, which is very time-consuming in itself. Fortunately, Ava also likes to travel and is into her sports.

We asked Scott...

Your proudest moment as a Financial Planner is:

Arranging for an extremely complex pension case, for a vulnerable client, to be completed within a strict timescale. This provided the surviving daughter with lifelong financial stability.

The three things you love most about your job are:

Assisting clients to meet their aims and objectives. Ensuring as much wealth as possible is retained by my clients’ families. Seeing them enjoy retirement and achieving their goals.

The types of people you most enjoy working with are:

Honest, open and those with integrity who wish to benefit from financial and lifestyle advice from a professional.

Your favourite holiday destination?

Thailand

Your favourite song to play in the car?

Opus by Eric Prydz

If you could be any fictional character, who would you be?

Han Solo

Our team

Committed, strong and driven are just three words to describe our trusted team. Meet the individuals who will go the extra mile for you.

Scott Atkinson

Managing Director & Chartered Financial Planner

View profile

Katie Hately

Chartered Financial Planner

View profile

Simon Frost

Managing Director & Chartered Financial Planner

View profile

Emma Saunders

Financial Planner

View profile

Scott Shadwell

Financial Planner

View profile

Lewis Keates

Paraplanner

View profile

Paige Howles

Paraplanner

View profile

Sheila Kehoe

Client Services Manager

View profile

Heidi Cunningham

Client Services Support

View profile

David Shepherd

Head of Business and Finance

View profile

Rosie Wills

Client Services Manager

View profile

Michelle Good

Operations and Compliance Manager

View profile