Our team

Scott Newman

Chartered Financial Planner and Head of Technical & Compliance

Inverness Office,
E: scott.newman@jcwealth.co.uk
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Scott is a Chartered Financial Planner based in our Inverness office and is also Head of Technical & Compliance for our Wealth team. He joined us in 2007 and has been in the financial sector since 2001.

Scott provides financial planning solutions to both private individuals and corporate clients, working closely with other professionals, providing in-depth advice on developing and implementing suitable planning strategies to meet client's objectives. A qualified pension transfer specialist, Scott helps clients with complex pension arrangements, thus helping clients to build a financial plan so they can live the life they want to lead with confidence. 

Scott is also an Associate of the Personal Finance Society.

Specialisms

• Financial plan analysis
• Pre and post retirement planning
• Protection solutions
• Pension transfers
• Savings and investments
• Inheritance tax mitigation and estate planning
• Esoteric investments