At Plain Savings, we believe that managing your finances is a crucial task that should never be overlooked. Mistakes in financial decisions can have significant consequences, whether it’s choosing the wrong pension plan, investing in unsuitable funds, missing out on the best mortgage rates, or not securing the right level of life and income protection. Understanding these issues and making informed decisions at the right time is essential for achieving financial well-being.
Since 1998, Plain Savings have been dedicated to providing straightforward, common-sense financial advice. Our motto is simple: “We provide good common-sense advice, speaking plainly to you and presenting savings where we can.” We are committed to recommending only what we would choose for ourselves..
Meet our team
Our team of financial advisers offers a broad range of expertise, from future planning to everyday financial management. We are dedicated to providing clear, personalised guidance, helping you make informed decisions to achieve your financial goals with confidence.
David Barrett
Founder & Financial Adviser
Richard Scott
Financial Adviser
Lewis Hallam
Mortgage Adviser
Leon Elliott
Mortgage Adviser
Kate Scott
Compliance and Office Manager
David Barrett
I’m passionate about helping individuals and families navigate life’s financial challenges. With decades of experience in financial services, primarily in an advisory role, I’ve seen it all and made it my mission to provide clear, straightforward advice. I founded Plain Savings over 27 years ago to simplify financial decisions and save clients money through common-sense solutions. The feedback I receive—’friendly, professional, straightforward, and always at hand’—reflects my commitment to making financial planning accessible and stress-free for everyone.
Leon Elliott
Hi I’m Leon Elliott. I have worked for Plain Savings as a Mortgage and Insurance advisor since 2021. I graduated from the University of Sunderland with a 1st class honours bachelor’s degree in business management. I graduated in the middle of the covid pandemic and struggled to find work and that’s when I found Plain Savings, and I haven’t looked back since. Plain savings is a fabulous company that strives to do everything it can to help clients and it’s for that reasons I love working here. I love helping clients and solving the problems they have and once the process if finished seeing them go out of their way to leave a review mentioning me by name is a great feeling.
Lewis Hallam
Hi, I’m Lewis, and I’ve been a qualified Mortgage and Insurance Advisor since 2021 and have started at Plain Savings this year. I graduated with First-Class Honours from Sheffield University.
What I truly value about working at Plain Savings is the focus on building lasting relationships with clients. It’s not just about providing advice, but about understanding each person’s unique circumstances and tailoring solutions to fit their needs. I enjoy being able to offer personalised support, knowing that clients trust me to guide them through important financial decisions. The sense of connection and trust I’ve built with my clients is one of the most rewarding aspects of my work.
Richard Scott
I began my career in 2011, working in tax services for ultra-high-net-worth (UHNW) clients. One thing I consistently found was that these clients, like everyone else, seek peace of mind when it comes to their financial future. As a financial adviser at Plain Savings, my favourite part of the job is witnessing the relief and confidence that tailored financial solutions bring to clients. It’s incredibly rewarding to visit them later and hear how grateful they are for the positive impact our work has had on their lives.