Bertie Scott-Hopkins

BSc (Hons) DipPFS

Bertie works closely with his clients, concentrating on building trusting, longstanding relationships. Bertie ensures that his clients receive regular reviews and updates whilst he directs attention towards the management of client’s investments through informed and active use of the dual St. James’s Place Investment Management Approach and St. James’s Place Stockbroking arm. Bertie also focuses his advice on the key areas of Inheritance Tax, Retirement and Protection Planning ensuring his client’s needs are assessed holistically.

Bertie is a qualified member of both the Personal Finance Society and Chartered Insurance Institute. As part of ensuring on going professional development, Bertie recently gained the CII Certificate for Discretionary Investment Management. 

We just want to say thank you for all the advice you gave us regarding Peter's estate.  He has not put anything into place yet, but he is making plans. Your advice and the way you explained everything was perfect.

L.B.

Bertie is able to explain investing and financial planning simply.

J & P.B

I am absolutely delighted with the service and financial advice Bertie Scott-Hopkins has provided over the years. Being a young professional working in London, it is hard to have the time to manage my financial affairs and know where to invest it appropriately. His knowledge and expertise has been exceptional and this has been proven by the results. Thank you Bertie and the Irongate team, keep up the good work!

H.C.
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+44 (0)1285 821 519
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