Financial Advice for Those in Business, and Individuals Undergoing Major Change

Our financial advisers provide value for money, without compromising the quality of financial advice they deliver. We have our own Chartered Financial Planner, which demonstrates our professional commitment to raising standards in the financial advice industry. Most of our clients are either:

  1. Business owners
  2. Senior managers in somebody else’s business
  3. Individuals who expect, or have undergone, a life-changing event.

Some clients like us to analyse their personal cash flow, tax liabilities, adjust their financial security measures (if necessary), and monitor their income and investments going forward. Others occasionally need focused advice, or simply come to us to check that they are getting value for money on their property and insurance arrangements.

 “He is a well-grounded, holistic adviser who takes into consideration even the smallest details whilst giving advice. I found this to be incredibly valuable when working with him, as it gives him (and those who work with him) the ability to explore and understand nearly all possible perspectives.”
Mr A

Scottsdale’s expert financial advisers provide face-to-face advice and are supported by a dedicated team, helping them to maintain the first-class service that clients have overwhelmingly acknowledged in our regular customer surveys.

The integrity and professionalism of those within Scottsdale has always been at the heart of its success and will never be undermined.

The value of the investment and the income they produce can go down as well as up and you may not get back as much as you put in.

Tax planning is not regulated by the Financial Conduct Authority.

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.