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Dale Scorer
Hello, I'm Dale Scorer
Financial Planner
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
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
My specialities are...
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We are proud of the relationships that we build with our clients. We look after their money as if it was our own.
My latest content and recommended reading
Blog
Your retirement saving options outside of a pension
While pensions are a key part of saving for retirement, they're not the only option. Other alternatives can supplement this and offer you more flexibility.
14/01/2022
4 min read
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.
12/07/2020
1 min read
Blog
Coronavirus and school fees
Concerned about private school fees? Here are some ideas to ease the burden.
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.
05/07/2019
1 min read