About Sam Harvey at Scott Lee FP

We provide quality financial planning services, combined with the highest level of client care. With us, you’re always in good hands.
We’re a Midlands based financial planning firm committed to getting the very best outcomes for our clients. Whatever your financial goals, we can support you on your journey to achieving them.As independent financial planners, we focus on finding the best solutions in line with your circumstances, needs and goals. We’re specialists in building tailored financial plans and valued relationships, allowing us to consistently meet your needs – both now and in the future.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Mortgages:
  • Mortgage protection
  • Buy my next home
  • First time buyers
  • Buy to let
  • Remortgage
  • Equity release

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