Investments & pensions

In today’s complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge. Barrie Scott & Co is regulated as a Designated Professional Body by the Institute of Chartered Accountants of Scotland to provide investment business services that are an incidental part of the professional services we have been engaged to provide.

The firm is not regulated under the Financial Services and Markets Act 2000. For clients who require more than an incidental service we refer them to an appropriate independent financial advisory firm that is subject to regulation under the Financial Services and Markets Act 2000.

Clients regularly seek advice in areas such as:

  • Pension Schemes
  • Life Assurance
  • Critical Illness Cover
  • Private Medical Insurance & Care Plans
  • Individual Savings Accounts
  • Investments

Require more information?

If you would like more information or would like to speak to us direct then call us on 01324 637654. Or if you would prefer, ask us a question online.