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Scott Beattie 

DipPFS
Financial Consultant

About Scott Beattie

Scott has worked in financial services for over 20 years and finds the thing he enjoys the most about being an Independent Consultant is the diverse range of people he is able to contact and meet on a daily basis. Having gained his technical experience from various independent roles, including setting up his own IFA practice in 2003, Scott became an Independent Financial Consultant with Lowes in 2006 after being impressed with the opportunity of working alongside in-house investment and technical teams.

“There is something reassuring for clients when they come to Fernwood House, having the bricks and mortar and being able to see the team that’s working from the building. You can see there’s something solid and stable here, I like that and I think clients like it too.”

Outside of work, Scott’s passion is food. His love for cooking has spilled over into charitable work where he annually organises a gourmet night in aid of a variety of local charities.


Business Qualifications

Qualification Abbreviation
Financial Planning Certificate FPC
Mortgage Advice & Practice CeMAP
Lifetime Mortgages CF7
Long Term Care CF8
Home Reversion Plans HR1
Personal Tax JO1
Trusts JO2
Financial Services, Regulation & Ethics RO1
Pensions & Retirement Planning RO4
Pensions Update RO8
Investment Principles & Risk R02

Higher Education Qualifications

Qualification Abbreviation
Geography BA (Hons)

 

Contact Scott Beattie

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0191 281 8811

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