Our Approach | “You don’t need to be wealthy to invest…but you do need to invest to be wealthy” Seeking professional advice to help achieve your financial goals is an important investment in your future. At SCC Financial Planners we are committed to working with you to define your goals and then designing a financial plan to meet your lifestyle objectives. Led by Mark Palmer, a Certified Financial Planner, we assist you in reaching your personal and financial goals. We talk with you to understand your current position and what it is you want your future to hold. We assess your risk tolerance and devise a strategy to meet your individual needs. |  |
We will work with you to identify and prioritise your goals. We analyse your situation and consider all suitable investment alternatives, backed by a team of leading research analysts. We then prepare a comprehensive Statement of Advice, which details the investment strategies you will need to implement to achieve your financial goals. We make this recommendation in writing, detailing every step of our proposal. We will comprehensively explain all fees and charges. Once you are comfortable with our recommendations, we proceed to implement your plan. However, our commitment to you is that we only proceed if we believe we can offer you genuine value. We will also offer to regularly review your financial situation to ensure our plan continues to meet your changing needs. At SCC we are committed to building long-term relationships with our clients and providing them with the best professional financial advice. If you would like to talk over your needs with one of our staff, here's how to get in touch. 
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Liability limited by a scheme approved under Professional Standards Legislation.