Scott Kennedy

Advising clients since: 2015

Qualifications: Diploma in Regulated Financial Planning

Areas of expertise: Holistic Financial Planning

I have been working in Financial Services for well over a decade; establishing a breadth of experience advising clients ranging from small business owners to large company directors and trying to get them as enthusiastic about pensions as I am!

My style is inclusive, comprehensive and collaborative. Getting to know new people and learning their needs or stories, is naturally a big part of developing professional relationships which I especially enjoy. When I ask my clients about their goals, I don’t just want to know the bare minimum so I can ‘work out the numbers’. Instead, I’m interested in the full scope of details because financial decisions cannot be made in silos.

Through this process, I get to know my clients at a level where I come to care about the outcomes in every aspect of my clients’ lives. Following the success and progress of my clients - whether it be in the present, future or even in their children’s futures - is a highly fulfilling part of my job.