About D Scott Financial
At D Scott Financial, we guide clients on their financial journey through the various stages of their life.
We will do this by getting to know what you want out of life and what the financial requirements might be to achieve your goals. Such goals are rarely achieved by accident, more usually by design.
We will create a plan for your journey that tries to anticipate and cater for key events along the way. We will keep working with you to review and refine your plan, ensuring it remains relevant as circumstances arise along the way.
We will also work with you in the knowledge and belief that every individual client and business is unique.
Experience & Qualifications
We are fully Qualified Financial Adviser and Mortgage Adviser based business with over 50 years combined experience in the financial services sector.
David Scott has been involved in Financial Services as a Financial Adviser since 1992 and was originally based in and around London and the South East until 1999 when he moved to North Devon. Prior to becoming an Qualified Financial Adviser, he was working in a High Street Bank for 8 years. In the last 23 years he has gained a lot of experience in most areas of Financial Planning and has helped many people and businesses with their financial needs. MIFS DifFA; CertPFS; Cert CII (MP)
Graham Moore has joined D Scott Financial as an Independent Mortgage Adviser. He have previously worked for a major High Street Bank for the last 33 years where he gained experience and knowledge in many areas including supporting small businesses and previously dealing with individual mortgages. Cert CII (MP)
D Scott Financial is an appointed representative of Sesame Ltd which is authorised and regulated by the Financial Conduct Authority
Principal: David Scott