Scott Turnbull

Chartered Financial Planner

Fellow of the Personal Finance Society

What does “Fellow of the PFS” mean?

Anne is a Fellow of the Personal Finance Society (PFS) – the highest designation awarded by the PFS. Completion of the Fellowship programme shows that she has attained and maintained the most prestigious level of professional financial planning achievement.

Scott’s role at Lawrence Clarke

Scott has been working in financial services since 2014 and has spent the last five years helping numerous clients meet their financial needs. He holds the Personal Finance Society’s highest qualification of Fellowship, achieved after many years of study.

Scott enjoys working with a variety of clients and considers it a great honour to be trusted in guiding them toward their financial goals.

The information you need to know

Here's Scott’s...

Qualifications

Qualifications

  • Advanced Diploma in Financial Planning

    This qualification enables professional advisers to develop specialist planning capabilities, and covers topics such as: personal tax and trust, business financial, pension and investment planning.

  • Diploma in Financial Planning

    This level 4 diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.

  • Level 4 Diploma in Regulated Financial Planning

    This meets the FCA's qualification requirements for retail investment advisers and helps candidates to develop core technical knowledge and financial planning capabilities.

  • Certificate in Equity Release

    The Level 3 Certificate in Equity Release meets the FCA’s requirement for mortgage advisers and those advising on equity release schemes. In addition to developing advisory skills, the Certificate offers an understanding of equity release regulation, products, market practice, and customer needs.

  • CertPFS (DM, Securities)

    The Level 4 Certificate in Securities Advice and Dealing satisfies the FCA appropriate qualification requirement for those advising or dealing in securities, developing in-depth knowledge of investment and securities products, the UK taxation system and considerations for appropriate investment recommendations.

  • Certificate in Advanced Mortgage Advice

    The Level 4 Certificate in Advanced Mortgage Advice goes above and beyond the FCA’s minimum qualification requirements, enabling mortgage advisers to expand their advice capabilities and advise clients with complex needs and circumstances.

  • CF6 (Certificate in Mortgage Advice)

    This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

  • Certificate in Life and Pensions

    The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.

  • Award in Long Term Care Insurance

    This level 3 award develops the knowledge and understanding of long-term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.

  • Certificate in Financial Services (General Route)

    The level 3 Certificate in Financial Services meets the needs of those working in operational and technical support roles, offering two targeted learning routes.

  • Certificate in Discretionary Investment Management

    The RQF level 4 Certificate in Discretionary Investment Management develops the wealth strategy and portfolio management skills required for effective discretionary investment management.
Statement Of Professional Standing

When Scott isn’t working

Scott lives in Locks Heath with his wife and two young children. In his free time, he enjoys hiking, kayaking, chopping firewood, doing various woodworking projects, or tending to his vegetable patch.

Scott in the spotlight

When the dessert menu arrives, what are you looking for?

A cheese board.

What's your favourite holiday destination?

Thailand or Devon and Cornwall.

What three things make your day better?

When the sun is shining, having time for breakfast and an early night.

What are three things you’d like to do in the future?

Walk from Land’s End to John O’Groats, do a skydive and visit Japan.

Call us.
Drop us an email.
Stop by for a chat.

Contact the team today and discover how we can help you.

    Lawrence Clarke Financial Planning is a trading style of Lawrence Clarke Limited, an appointed representative of Best Practice IFA Group Ltd., registration number 223112, which is authorised and regulated by the Financial Conduct Authority.

    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

    Lawrence Clarke Limited is registered in England and Wales, no. 3679668.

    Approved by Best Practice IFA Group 19/02/2025.

    abrdn Wrap
    Privacy policy
    Cookies policy
    Fair value statement
    If you have a complaint

    Pavilion 2

    Little Park Farm Road

    Segensworth West

    Fareham

    Hampshire
    PO15 5TD

    01489 505200