Scott Portman
Financial Planning Consultant DipPFS in Liverpool
A little bit about Scott
Before transitioning to my current role, I gained extensive experience in the Social and Education sectors, holding positions ranging from Career Coach to Team Manager. My expertise in delivery and presentation, whether in-person or through video technology, is highly commendable. My approach is both technical and practical, and I take great pride in building strong relationships with my colleagues. My greatest passion is helping others achieve their goals and objectives.
Start the conversation
Speak to me if you’d like to give your finances a spring clean or are thinking about freshening up your long-term plans.
Contact me today
An adviser’s insight
Enjoy the feel-good factor of a financial spring clean
With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.
I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.
We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family.
Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term.
Click on the contact me today button at the top of my profile to discuss how I can help you.
Services
Business Services & Protection
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
General Insurance
Home contents insurance, buildings insurance.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Qualifications
Diploma in Regulated Financial Planning
- The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.
Level 6 Pension Transfers
- This module provides expertise on pension transfers and builds practical skills so that advisers can excel when making recommendations.
Location
Scott Portman's location
Scott is located in Liverpool and offers expert financial advice to suit your needs.
More about me
In addition to my primary responsibilities of financial planning, I also coach new advisers who graduate from the Financial Adviser Academy, ensuring they are well-prepared for their roles.
Outside of work, I am an avid sports enthusiast, particularly enjoying football. I also love travelling and spending quality time with my friends and family.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.