Bertie Scott-Hopkins

Bertie is a highly experienced Chartered Financial Planner known for his empathy, relaxed approach and ability to put clients at ease. With a deep understanding of each client’s unique financial situation, Bertie builds lasting relationships based on trust, clarity and genuine care. His expertise goes beyond technical knowledge - he takes the time to listen, ensuring his advice is not only tailored but also delivered in a way that makes clients feel comfortable and confident about their financial future.

Bertie is an alumni of the Royal Agricultural University with a degree in Business Management. He is also an Associate Member of the Personal Finance Society (APFS) and is a member of the Chartered Insurance Institute and the Chartered Institute for Securities and Investments (MCSI).