Scott Cassie

Scott is a Financial Planner and he provides holistic advice to private clients. He explores clients’ long-term goals and aspirations and develops a suitable financial plan considering their specific circumstances.

Scott started his career in financial services shortly after graduating from the University of Edinburgh. He worked with a small specialist financial advice firm based in Totnes in Devon. After returning north of the border, Scott has worked in boutique wealth management firms and has been advising private clients across Scotland.

He is a Certified Financial Planner™ professional. He holds the CISI Diploma in Advanced Financial Planning and the Diploma in Regulated Financial Planning from the CII. Outside of work Scott enjoys spending his time with his young family and looking after their two Miniature Dachshunds, Bella and Bonnie.