Sep 6, 2017
"Throughout the whole complicated process of amalgamating and advising us on numerous pension funds, we have found you to be extremely knowledgeable, friendly, and sincere. While helping us you demonstrated that nothing is too much trouble."
"Just wanted to say many thanks for going through all of the info last night and apologies for all the questions and queries but we found it really useful and not half as stressful as it could’ve been. You are an awesome mortgage advisor and I won’t hesitate to recommend you to others."
“I wanted to let you know how impressed I’ve been with the service you have provided over the past few months as I’ve been remortgaging some of my buy-to-let properties.
“You’ve sourced some market-leading products which will save me a significant amount of money over the next five years. Additionally, you’ve coped – with admirable good humour – with my complete lack of organisation. Without your gentle prompting, we would still be at the application stage rather than where we are today, with two mortgages completed, one nearing completion, and a fourth well on the way.”
"Of all the people I know, James is probably the most selfless, and it really shows in his recommendations. He keeps the needs and wants of the client at the forefront of his advice, even if it goes against traditional methods and views of financial planning, and his concern for the quality of life of the client shines through. As a result, I am happy to recommend James wholeheartedly, and I look forward to using his services again in the near future."
"Martin took the time to really understand our situation and help us find a solution to get a mortgage. He was amazing - always got back to us really quickly and went above and beyond."
Mr B and Miss C
"I just wanted to put out a massive thank you and recommendation to both mine and Alans financial consulting company, Scottsdale Moneywise Ltd in Milton Keynes.
"Throughout the years they've helped us both plan for our futures, as well as for any unexpected eventualities. Over the last couple of months they've given me round the clock constant support and have taken away a lot of painful pressure in getting things sorted.
"Without their professional support over the years my recent situation would have been critical. I've used quite a lot of other companies before, but they go more than the extra mile for you. For all your financial needs go to them, they're the very best!
"I can't thank them enough!"
“To be effective, personal investment advice requires a high degree of interaction between client and adviser, and you have taken the time to find out what would work best for me. I have found you to be well informed, thorough and good humoured throughout, turning a potentially dull and box checking exercise into an informative experience. I now feel for the first time in ages that my private pension is in better shape, and would have no hesitation in recommending you to anyone seeking advice on financial matters.”
“We have really appreciated your support! You have stood out from the crowd in terms of doing what you said that you would do, and making time to communicate with us. This has been valued!”
“We are indeed very grateful for your assistance in navigating the treacherous waters of mortgage applications!”
“Just a quick note to let you know that we completed and collected keys yesterday! Very excited to be finally in and just wanted to thank you for all your help throughout; you've certainly made the process a lot easier.”
“Nick is an absolute life-saver and has now helped us with two moves. Not only did he find us two great mortgage deals, he pushed us when it was appropriate and gave us a sanity check when we wanted to up our offer to a point where our monthly repayments would have been too high to realistically cope. He went above and beyond the call of duty, helping us through every stage of the buying process, not just the mortgage. He's fantastic and I have recommended him to everyone I know looking for a mortgage or remortgage. Everyone has been really happy with the results.”
“Jane and I have had a relationship with Scottsdale for nearly 10 years and they have provided all of our financial service needs including finding the right mortgage, pensions, ISA's, Life and Income protection services and manage our financial portfolio. I think the most significant thing that makes Scottsdale stand out from other financial advisors is that they really spend time to understand your needs and what you are trying to achieve. They then use this to find the best product for you rather than pushing something on a commission basis which I have experienced in the past from other companies. They then continue to review your portfolio to ensure that it continues to be the right thing for you or whether there is a more suitable product out there.”
“I would like to thank the team at Scottsdale for ensuring my pension enrolment was smooth. I find pensions a minefield and have always avoided them. However, when James and Dominic of Scottsdale attended our office and gave a presentation on auto-enrolment, I found that I was able to understand the important aspects of pensions. They answered questions with clarity and even provided examples. The presentation was complemented by one-to-one sessions to go over the topic. I really benefited from this, because I was able to ensure that my circumstances were considered and my needs were met.”
“He is a well-rounded holistic adviser that 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.”
“James explains everything so it's easier for mere mortals like myself to understand.”
“From day one, James has made himself available to discuss all my questions and guide me through the process, advising me at every step. This has been invaluable and goes beyond what I expected from a financial adviser. He has given up his time at weekends to meet me, which has saved me a great deal of work-related stress. As a result I now have a mortgage that suits me to a tee and is better than the market’s rate because James had the nous to ask the mortgage provider for a rate they had quoted nearly three months earlier.”
“After getting to know James, I trust him not to sell me something I do not need… He has also given my son advice about a mortgage, and instead of selling him one and getting him into debt, he told him it would not work. For many years I had a financial adviser who I trusted. When she retired I was very worried that I would not be able to replace her, but thankfully I have found James, who is honest, trustworthy and straight-talking.”
“James, you have done a fantastic job so far, which has really helped us understand everything we need to, in a timely manner, without feeling rushed.”
“I would like to say a very big ‘thank you’ for all your hard work regarding a remortgage for one of my buy-to-let properties. I know you have spent many an hour on the phone listening to awful ‘on hold’ tunes, and I thank you for your commitment to my cause. When I first asked you to deal with this matter, your knowledge of the mortgage market was first-rate and you gave me lots of advice on how to proceed. You took care of every step and have made the transaction go very smoothly. I would have no hesitation in recommending you to my family, friends and associates because of your vast knowledge of the financial industry.”
“Not only have you succeeded in ensuring we take the necessary and, to be frank, overdue steps to improve our financial protection, but you’ve also taken the time to debate our options with us, explain these options in simple terms, and at all times remain appreciative of our available resources… I will not, and do not, hesitate to recommend your expertise to associates and friends.”
“We asked James for guidance around our company pension scheme. We found him to take a holistic view with our requirements, he was far from ‘pushy’, and we felt he had our best interests at heart. I would definitely recommend James to others.”
“Thank you for coming over to see my wife and me regarding our life insurance. Before you turned up, I already had an idea of what I wanted… I thought it was a great idea until you clearly stated the obvious – what happens if somebody falls ill? No website can give personalised advice and services. I have already recommended your services to my family, friends and Coversure clients. You are a perfect gentleman with impeccable knowledge.”
“Having secured a mortgage very quickly, I’m now in the process of applying for income protection. Again, James was very informative and was able to advise me about the policy that would best suit my needs, considering my accident-prone lifestyle.”
“I was overwhelmed by a sense of caring when, having gained a better understanding of my potentially harmful pastimes, you persisted in reminding me to get myself better cover for protection in the event of a serious injury! Now, with a better comparable payment plan and more immediate cover, I can hurl myself into the unknown with abandon! Here’s hoping I never need to use it, but I can now ride bigger (bikes) and harder, knowing that my essential financial needs will be covered if I end up bending myself a bit too much.”
“James is diligent, knowledgeable and willing to spend time making sure you make the right choices in some of life’s more complex decisions. I have already recommended his services to two friends and will no doubt continue to use James’s services in the future.”
“I’d like to thank you for your patient, thoughtful advice to help us analyse and sort out the financial services we needed.”
“Kevin did a great job on my SIPP, as I effectively got both the 12% NI and 13% employer's NI via salary sacrifice.”
“We value your opinions, and you will be our first port of call when we require more help. Please don’t think that you've heard the last of us.”
“My client said you were amazing and she was so glad to have met you. She said that you have made her refocus on how to go forward, and have put a plan in place to help her. She reported that you were brilliant: that you teased all the details of her finances out of her until you had the whole picture, and then showed her that everything would be all right. Oh, and she's looking forward to her next review meeting so she can show you how your plan is working out. I couldn’t wait to pass on her comments – and to say that, with feedback like this, you are not just expert and approachable but also clearly helping your clients to be happier and wealthier."
Jonathan Vowles Chartered Accountants