Pollard Scott & Co
Pollard Scott & Co is a financial consulting company based in Carlisle, England. They provide a range of financial services to their clients, including financial planning, investment management, and tax advice. With years of experience in the industry, Pollard Scott & Co is committed to helping their clients achieve their financial goals.
Introduction to Pollard Scott & Co
Pollard Scott & Co is a financial consultancy company located in Carlisle, England. The company has been in operation for over 50 years and has a team of experienced financial consultants who provide personalized financial advice to clients. The company is unique in its approach to financial services, focusing on building long-term relationships with clients and tailoring solutions to meet their individual needs.Services & products
Pollard Scott & Co offers a range of financial services, including retirement planning, investment management, tax planning, and estate planning. The company also provides business consulting services and specializes in helping small businesses with financial planning and strategy development. Clients can expect personalized attention and customized solutions that are tailored to their specific financial goals.Location
Pollard Scott & Co is located in the heart of Carlisle, a historic city in northern England. The area is home to a variety of businesses, including retail shops, restaurants, and professional services firms. Clients can expect a bustling city atmosphere with easy access to public transportation. The closest public transportation options are the Carlisle bus station (0.2 miles away), Carlisle train station (0.4 miles away), and Caldewgate bus stop (0.1 miles away).Benefits
Clients choose Pollard Scott & Co for its personalized approach to financial services. The company's team of experienced financial consultants takes the time to get to know each client and develop customized solutions that meet their unique needs. The company also has a reputation for providing high-quality service and reliable advice.Good to know
Clients should be aware that Pollard Scott & Co is a fee-based financial consultancy firm. This means that clients pay a fee for the services provided, rather than the company receiving commissions from financial products. This approach ensures that the company's recommendations are always in the best interest of the client.Reviews
Pollard Scott & Co has received positive reviews from clients who appreciate the company's personalized approach to financial services. Clients have praised the company's team of experienced financial consultants for their knowledge, professionalism, and attention to detail. Overall, clients recommend Pollard Scott & Co for anyone looking for reliable and personalized financial advice.Amenities
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computer -
wi-fi
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meeting room
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coffee maker
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reception desk
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parking
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wheelchair accessible
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financial advice
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investment advice
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tax planning
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insurance services
FAQ
What types of financial services do you offer?
We offer a range of financial services including investment advice, retirement planning, tax planning, estate planning, and wealth management.What experience do your financial consultants have?
Our financial consultants are highly experienced and hold relevant certifications and qualifications. They have years of experience in the financial industry and are committed to providing personalized advice to our clients.How do you charge for your services?
We charge for our services based on the scope of work involved and the time required to complete it. We will provide you with a detailed breakdown of our fees before any work begins.Can you provide references or case studies of your past clients?
Yes, we can provide you with references or case studies of our past clients. We have a proven track record of helping our clients achieve their financial goals, and we are happy to share their success stories with you.How will you tailor your services to meet my specific financial goals and needs?
We understand that each client has unique financial goals and needs. That's why we take a personalized approach to our services. We will work closely with you to understand your goals and create a customized plan that meets your specific needs. Our goal is to help you achieve financial success.Reviews
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Tor Khan
Just spoke to Geoff from the Mortgage team for some advise, he gave me more information than my solicitor has. This firm has helped me and my family over many years with our finances and Mortgages. Thank you Team Pollard!
08-05-2023
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Jake Jackson
Great service from Geoff and poppy both always more than happy to help and made buying my first house simple and less stressful they sorted out everything I needed including house insurance so I didn’t need to worry about anything. Geoff talked me through everything and made it all simple and straight for would both extremely nice people to deal with would highly recommend, I will be using them in the future for sure.
29-04-2023
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Brian Wildey
Gary is really responsive and always sorts out mine and my family's mortgage needs!
29-05-2022
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Daniel Jackson
We used Scott pollard and co for our mortgage arrangement. They also sorted us out with a defacto 5 star home insurance product. Gary was very helpful and professional throughout explaining all jargon and terminology and made the process simple.
29-05-2020
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maureen barlow
Extremely helpful
29-05-2020
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teresa mcguiness
Excellent service, Pollard Scott and co stepped in and supported me at a time I needed to be supported. I highly recommend this company thank you all for all you done and thank you Geoff I truly am grateful.
29-05-2020
