Adapting Client Engagement: Embracing Virtual Meetings and Increased Referrals 00:10:00
Scott has been working within the financial services industry for over 30 years. Scott and co- founder Andrew Baggott joined forces in 2005 and have built CN financial planning into the success story it is today. Scott has held a regulated advisory role for over 30 years within some of the UK’s leading Financial services companies, and the UK’s largest provider of independent financial advice to the accountancy sector. Over this time Scott has advised companies ranging from small SMEs up to companies operating nationally and globally.
