The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.

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.

 

 

From the Blog

— February 28, 2022

3 tips to manage your concern in an uncertain time

It’s been an uncertain start to 2022 for the global economy. Here’s some useful information, and three tips for managing your anxiety when stock markets are volatile.

— February 1, 2022

International Day of Happiness: What could we learn from Bhutan?

Bhutan measures Gross National Happiness (GNH) and uses the results to guide policies. With the UN’s International Day of Happiness approaching, what could you learn from this approach?

— February 1, 2022

Only 55% of people want to split their estate evenly between their children

Almost half of parents don’t plan to leave their children evenly shared assets when they pass away. There are a variety of reasons for this and having a will in place is essential.