Individuals

Meet the team

Dale Scorer

Hello, I'm Dale Scorer

Financial Planner

advice. Her husband had a career opportunity that brought them to the UK and she has continued to advise clients in the UK since then. Dale’s focus is on communication without the jargon, ensuring clients have a very clear understanding and feeling that they are well informed to make their financial decisions. Her financial expertise is widely based and she practises as a general consultant advising clients on all areas of their financial planning. She is a CFA charter holder, being a regular member of the CFA Institute and CFA UK society. Away from the office, Dale enjoys travelling and yoga.

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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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