Iain Scott — Independent Financial Adviser in York
About Iain Scott
ain Scott is a Wealth Planner at Mattioli Woods with a straightforward approach to financial planning, helping clients make confident decisions about retirement, wealth and the future. Before moving into financial planning, Iain spent more than 25 years self-employed as an electrician, working on contracts across Europe. His career also took him to Canada, where he lived with his family for a decade and began working as a Financial Adviser in 2010. Returning to the UK in 2017, he has continued to build his career around helping people make important financial decisions. Iain specialises in retirement and wealth planning, with extensive experience in Inheritance Tax planning, trust investment planning, business protection, Venture Capital Trusts and shareholder and key person protection. His background as a self-employed business owner gives him a genuine understanding of the pressures, responsibilities and opportunities faced by entrepreneurs and SME owners. For Iain, good financial planning is about making the numbers easier to understand and helping clients see what is realistically possible. He particularly enjoys helping people understand when they can afford to stop working and make the most of the next stage of their lives. His style is direct, honest and jargon-free, with trust and long-term relationships at the heart of his advice. Outside work, Iain remains passionate about skiing and enjoys family life, travel and keeping active.
Services
- Retirement planning
- IHT planning
- Sharia-compliant advice
- Mortgages
- Insurance
Specialisations
- Retirement Planning
- Tax Planning
- Investment Management
- Protection Planning
- Inheritance Tax Planning
- Later Life Advice
- Trust Planning
- Pension Planning
Qualifications
Diploma in Regulated Financial Planning (CII) Long Term Care Insurance Planning (CII)
Regulation
Iain Scott is FCA-verified (firm: Mattioli Woods).
Frequently Asked Questions
Is Iain Scott an FCA-regulated financial advisor?
Yes. Iain Scott is FCA-regulated and verified by Trusted Advisor. We re-check every advisor's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Iain Scott offer?
Iain Scott offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Iain Scott?
Fees vary depending on the service, the complexity of your situation and the assets involved. Iain Scott will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial advisor?
Iain Scott is an independent financial advisor, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Iain Scott?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Iain Scott directly through the contact form.
Does Iain Scott work with clients outside York?
Many of the advisors on Trusted Advisor work with UK clients remotely as well as in person. Iain Scott is based in York but you can confirm preferred meeting locations and video options when you book your initial call.