Scott is a Chartered Financial Planner with over 25 years’ experience in the financial services industry. He specialises in advising both individuals and businesses about all aspects of pension planning, investment planning, protection against the financial risk of death or incapacity and inheritance tax planning.
Janey Wallace is the office manager and she brings over 25 years’ experience in specialist pensions administration and customer service.
The team is completed by Megan Craig who has responsibility for office administration, customer service and marketing.
The team lives locally and participates in many community activities e.g. Scott has helped the pupils at North Berwick High School with their curriculum for excellence by taking classes in Good Financial Management.
Results from a recent client feedback survey score Wallace Financial Planning as ‘Excellent’ in advice and service.