Investments & Pensions

In today’s complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge. We make use of our wide range of professional contacts, ensuring suitable independent advisers are appointed and we work with them to provide impartial advice in areas such as:

  • Pension schemes
  • Life assurance
  • Critical illness cover
  • Private medical insurance and care plans
  • Individual savings accounts
  • Investments

For more information about investments and pensions please contact the office.


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We offer a free, no obligation consultation with one of our experienced advisors to discuss all your business and accounting requirements. Complete the request form and one of our friendly advisors will be in touch shortly to arrange your consultation.

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Lancaster Royal Grammar School Careers Event 2023

27th January 2023

Today, Alan, Richard, and Joe set up shop at Lancaster Royal Grammar School Careers Event to provide the pupils of LRGS with an insight into what a career in accountancy might look like.

2023: What’s to come for HR and employment law

11th January 2023

The year 2023 looks set to be an interesting one for the development of individual employment law rights, with a number of Bills currently on their way to becoming law that will change existing, and provide additional, rights to employees that will help them to better balance their work and personal

Memberships & Accreditations

When appointing a firm of accountants it is important to check that they are appropriately registered and regulated.

Our clients can be assured that Scott & Wilkinson is regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities and is an authorised training partner.