D Scott Financial Limited
Investment and advice, Holistic financial planner
Office 4, The Barns, Farm Road, Caddsdown Industrial Park, Bideford, Devon, EX39 3BT
Summary
D Scott Financial Limited is a Bideford-based holistic financial planner. It was first authorised by the FCA in 2021. It has permissions related to credit, investments, mortgages & home finance, and pensions.
Timeline
Role appointment: [FCA CF] Functions requiring qualifications (Mr Paul Edward Saunders)
First authorised by the FCA
Permission update: Advising (ex Pension Transfers/Opt Outs)
Firm permissions
SMF17 Money Laundering Reporting Officer (MLRO)
Mr David Geoffrey Scott
CPD20 - Advising or arranging regulated mortgage contracts
Mrs Jane Ann Platt
CPD20 - Advising or arranging regulated mortgage contracts
Mr David Geoffrey Scott
CPD20 - Advising or arranging regulated mortgage contracts
Mr Paul Edward Saunders
CPD21 - Advising or arranging equity release transactions
Mrs Jane Ann Platt
CPD21 - Advising or arranging equity release transactions
Mr David Geoffrey Scott
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr David Geoffrey Scott
CPD4 - Personal recommendation on retail investments (not broker funds)
Mrs Jane Ann Platt
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mrs Jane Ann Platt
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr David Geoffrey Scott
CPD7 - Personal recommendation on long-term care insurance
Mr David Geoffrey Scott
FAQ
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