Scott and Casey Financial Management Ltd
  • First Floor Business Centre, Circle Line House, 8 East Road
  • Harlow
  • Essex
  • CM20 2BJ
  • Tel: 01279 636392
  • Email: [email protected]
  • Fax: 01279 636365
  • Home
  • About Us
  • Data Protection
  • Services
  • Pensions
  • Investments
    • Re-registration of Investments
  • Life Assurance
  • Mortgages
  • Insurance
  • Corporate

About Us

Scott and Casey Financial Management Ltd is a firm of financial advisers based in Essex, UK. We provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives.

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As independent advisers, our clients benefit from us being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients' needs.
We provide advice and help following a personal / business financial review which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review. 
Following your initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we'll fully explain our recommendations and agree affordable priorities to assist you in acheiving your objectives.
Our charges can be structured in several ways, and will be disclosed in an open and transparent manner.


The FCA does not regulate all forms of Inheritance Tax Planning

Treating Customers Fairly - Mission Statement
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rdr_client_agreement_16th_may_2018.pdf
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