Individuals

Meet the team

Dale Scorer

Hello, I'm Dale Scorer

Financial Planner

Dale joined EQ in 2020 as a Senior Financial Planner and has worked in financial markets for over 11 years. She has held various positions in the finance industry, from currency trading to wealth management before settling as a Financial Planner in the UK. Dale brings a wealth of knowledge and experience with her, as well as a creative and unique approach to problem solving. As a retired professional athlete, who represented her country in gymnastics, she understands that no achievement comes without dedication. She brings that same commitment, determination and focus to her clients, helping them achieve their financial goals whilst building long term trusted relationships with them. Dale graduated with Honours in Finance from the University of Johannesburg, South Africa where she was born. She is also CFA charter holder, being a regular member of the CFA Institute and CFA UK society. Outside of the office Dale enjoys spending time with her family and travelling with her husband around the world aiming to explore and enjoy as much of it as possible

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My latest content and recommended reading

Case Study

Setting up a pension for the grandchildren

Ulrik and Silvia Andreas are fortunate to have both retired with final salary pensions. This has provided them with excess income that they wish save for the benefit of their only grandchild, Lucas.

Dale Scorer
Dale Scorer,

12/07/2020

1 min read

Blog

Coronavirus and school fees

Concerned about private school fees? Here are some ideas to ease the burden.

Dale Scorer
Dale Scorer,

27/04/2020

3 min read

Investment Education

Use your ISA allowance

ISA tax benefits are all in the future but they can be considerable, especially for Higher and Additional Rate taxpayers.

Dale Scorer
Dale Scorer,

05/07/2019

1 min read

Case Study

Avoiding the child benefit tax trap

James (33) and Tanya (28) have a son, Paul who is 3. James is an editor at his local newspaper and has a salary of £60,000 p.a.

Dale Scorer
Dale Scorer,

12/07/2018

1 min read

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