About us

It’s important that you trust the people you work with, especially when it comes to your finances, and that’s why we’re happy to share our story with you.

The story so far

Escott Wealth Management was born in 2022, but our journey began well before then. Andy Escott, our director and financial adviser, has spent more than 30 years working for local and national insurance, investment, and financial advice firms. Now, together with his wife Zoe, he’s delivering the same friendly, dedicated service to clients old and new.

The highest standards

The Chartered Institute for Securities and Investment (CISI) is one of the world’s leading bodies for financial services training and standards. Our director and financial adviser, Andy, has received the CISI’s coveted Certified Financial Planner award, demonstrating his specialist knowledge and commitment to excellence. Andy is also an accredited member of the Society of Later Life Advisers (SOLLA), so you can count on him to deliver first-rate advice if you’re in or approaching retirement.

What our
clients say

My husband and I were looking for some assistance with investing our pensions but struggling to know what to do for the best. Andy was professional, open, and transparent, and he made the whole process very straightforward. We would highly recommend using his services.

Jeanette and Paul Martin

Andy has worked with us since 2018, and we are exceptionally happy with the service we have received. He is thoroughly professional and has provided us with excellent advice in an easy-to-understand and friendly manner.

Rob and Philippa Bancroft

Andy has provided financial management for my parents for several years. I now hold power of attorney for their affairs, and Andy has given us relevant advice on Inheritance Tax and estate management promptly and with clear, detailed documentation. He is very personable in his manner and approach and has been most helpful.

Barry Wilson and Rosie Binham-Wilson

As an accountant specialising in the financial services sector, I know a lot of IFAs. But I’ve chosen to deal with Andy and the team at Escott Wealth Management to look after my own investments.

Peter Watkins

Andy Escott has looked after our investments for a number of years now. He has our total trust, and we are happy to recommend him to anyone looking for a financial adviser.

John and Pauline Culleton

I’m more than happy to recommend the services of Escott Wealth Management, which always provides an efficient, friendly, and professional service. Over the years, Andy has given us a clear pathway with regard to managing our finances, which given the current climate has been challenging.

Bill Simpson and Sue Giles

We have worked with Andy for a number of years. He listens to our requirements and provides relevant investment products to suit our needs. He is readily available for advice and responds to queries very quickly. Friendly yet professional, and we would thoroughly recommend.

James and Mea Maclean

Meet the team

Work with us, and you’ll benefit from years of combined wisdom and a down-to-earth approach that gives you the reassurance you need.

Andy Escott headshot

Andy Escott

Director and Financial Adviser

Meet Andy
Zoe Escott headshot

Zoe Escott

Director and administrator

Meet Zoe