Herbert Scott Chartered Financial Planners (Sussex) - Lewes

Herbert Scott Chartered Financial Planners is a reputable financial consulting firm located in Lewes, Sussex, United Kingdom. Established with a mission to provide top-notch financial advice, the company has been serving clients for many years, building a strong reputation in the process. Their office can be found at The Left Bank, 173 High St, Lewes BN7 1YE, United Kingdom, and they can be reached by phone at 1273407500. Their website is also available for those who wish to learn more about their services: herbertscott.uk.

The company specializes in providing comprehensive financial consulting services, helping clients navigate the complexities of their personal finances. They offer a wide range of services, including investment planning, retirement planning, tax planning, and estate planning. Their team of experienced financial advisors works closely with clients to develop personalized strategies that meet their unique needs and goals.

In addition to their exceptional services, Herbert Scott Chartered Financial Planners is committed to providing a comfortable and accessible environment for their clients. Their office features a wheelchair accessible entrance, parking lot, and restroom, ensuring that everyone can access their services with ease. It is recommended to schedule an appointment before visiting, as they prioritize individual attention for each client.

The company has received positive feedback from their clients, with a 4.8 out of 5 stars rating on Google My Business. With 19 reviews, it is evident that Herbert Scott Chartered Financial Planners has built a strong foundation of trust and reliability in the financial consulting industry.

👍 Reviews of Herbert Scott Chartered Financial Planners (Sussex)

Sandra S.

5/5

We have been with Herbert Scott as our financial advisors for12 plus years .The staff are always very professional and thorough and extremely helpful, even dealing with minor details. They do exactly what they say they will do.
We are small investors but we are given the same service as any of their clients. During the 2007 financial crisis like most small investors we were concerned about possible losses. However as they advised that the market will always come back we felt comfortable and time has proven that to be correct. Their fees are more than acceptable and would and have recommended them to friends and family.

Bill &. J. S.

5/5

We have used Herbert Scott Chartered Financial Planners for very many years and have been consistently impressed with their services. Despite our complete lack of financial expertise Herbert Scott always have time to explain everything and make excellent suggestions such that our investments have increased substantially. The staff are also extremely welcoming and friendly.

MJZ A.

5/5

My experience with Herbert Scott has been entirely positive, I have felt listened to and respected. Their communication is excellent, with regular updates. I cannot recommend them highly enough.

David G.

5/5

I have been with Herbert Scott for more than 10 years, as had my partner before me, and I have always been given sound financial advice. It is always a pleasure to come in to Lewes and be reassured that my investment portfolio will keep me well provided for in my dotage.

Lisa H.

5/5

Working with Herbert Scott has always been a pleasure. Whether you are a client or a supplier, they always welcome you and make you feel part of the team. That in itself speaks volumes to me!
Very knowledgeable and professional. Keep up the good work!

3JoeyBear

5/5

You will simply not find a better financial planning and advice service. I’m not a financial person and can often find numbers confusing. Kevin has always taken the time to explain my financial planning options to me thoroughly and with clarity. He has helped me to create a proactive plan for managing my day to day finances as well as creating a longer term plan for the future. Simply superb!

Richard P.

5/5

Herbert Scott have been looking after my more complex financial arrangements for over 5 years and they always impress me with their professionalism and balanced advice. They look after my mothers money too, and treat her with understanding and dignity.

Peter B.

1/5

Received good financial advice over some years and bought the products they advised. One star for that. When I didn't want to conform to their new investment policy, and wanted to have the say about what I invest in within my pension, they threw me out quite unceremoniously with a lame letter. Providers of my financial products were notified before they notified me, the client, because I received letters from them on the same day. I can only guess that I was simply not lucrative enough as a client anymore after they earned thousands from selling me insurances the year before and a repeat was less likely. Very disappointing behaviour.