We provide advice and planning services for people who want to make the most of their finances. We're independent, which means we work for our clients interests, not those of a bank or insurance company. Once we've understood your aims, aspirations and concerns, Scottsdale IFA can help you make your money work for you. Call us now on 020 7306 3160 to request an initial meeting.
We'll get a thorough understanding of your attitude to risk, your short, medium & long term aims & then advise you in light of the opportunities and threats of the current economic climate. Protecting what you already have should be the start of any sound financial plan. As independent financial advisers, we can help ensure whatever policy you select is right for your individual circumstances.
In simple terms, we'll start by helping you understand what you have & what it is likely to provide versus what you may need. A complex area that can certainly benefit from independent financial advice. With the current economic climate, many people may be forgiven for thinking getting a mortgage is nearly impossible!
We'll get a thorough understanding of your attitude to risk, your short, medium & long term aims & then advise you in light of the opportunities and threats of the current economic climate. Protecting what you already have should be the start of any sound financial plan. As independent financial advisers, we can help ensure whatever policy you select is right for your individual circumstances.
In simple terms, we'll start by helping you understand what you have & what it is likely to provide versus what you may need. A complex area that can certainly benefit from independent financial advice. With the current economic climate, many people may be forgiven for thinking getting a mortgage is nearly impossible!
Services
Being independent we will look after your personal interests.
With access to the entire financial market, we can search thousands of options to find the most suitable products and services for you.
If you are thinking about creating and putting your financial plan into action, we may consider things you've not.
Why not talk it through with us today?
Scottsdale IFA is a Limited Liability Partnership, registered in England and Wales, Registered No. OC372558.
With access to the entire financial market, we can search thousands of options to find the most suitable products and services for you.
If you are thinking about creating and putting your financial plan into action, we may consider things you've not.
Why not talk it through with us today?
Scottsdale IFA is a Limited Liability Partnership, registered in England and Wales, Registered No. OC372558.
In addition to the minimum standard financial planning qualifications, Bruce has achieved Chartered Financial Planner status and is also a Fellow of the Personal Finance Society (FPFS) by examination.
In addition he is a member by examination of the Society of Trust and Estate Practitioners (TEP).
Bruce's purpose is to enable clients achieve their financial goals through a range of distinctive financial services.
He offers friendly, expert advice to individuals as well as businesses.
Scottsdale IFA is a Limited Liability Partnership, registered in England and Wales, Registered No. OC372558.
In addition he is a member by examination of the Society of Trust and Estate Practitioners (TEP).
Bruce's purpose is to enable clients achieve their financial goals through a range of distinctive financial services.
He offers friendly, expert advice to individuals as well as businesses.
Scottsdale IFA is a Limited Liability Partnership, registered in England and Wales, Registered No. OC372558.
In addition to the minimum standard financial planning qualifications, Matthew has achieved the Personal Tax (J01), Investment & Risk (CF2), Mortgage Advice (CF6) and Lifetime Mortgage Activities (CF7) qualifications with the Chartered Insurance Institute (CII).
Matthew has an excellent business relationship built up over many years with his clients.
He also welcomes new clients.
Matthew will make his recommendations after assessing his client's financial needs and researching the market for a tailor made solution.
Matthew has an excellent business relationship built up over many years with his clients.
He also welcomes new clients.
Matthew will make his recommendations after assessing his client's financial needs and researching the market for a tailor made solution.
Andrew graduated from Portsmouth University with a degree in Mechanical Engineering.
He has been a Financial Adviser since 1997 and advises individuals, families and companies on their financial planning needs.
In addition to the required financial planning qualifications, Andrew has achieved Chartered Financial Planner status and is also a Fellow of the Personal Finance Society (FPFS) by examination.
His objectives are to provide excellent service and high quality advice to his clients, in a clear and uncomplicated way.
He has been a Financial Adviser since 1997 and advises individuals, families and companies on their financial planning needs.
In addition to the required financial planning qualifications, Andrew has achieved Chartered Financial Planner status and is also a Fellow of the Personal Finance Society (FPFS) by examination.
His objectives are to provide excellent service and high quality advice to his clients, in a clear and uncomplicated way.
Only you know the life you want to lead.
People value different things and these may change throughout your life.
So, your investment choices are as individual as you are.
We understand that wherever you are in life, your financial position and how you feel about risk is crucial to making a sound investment decision.
To discover an investment solution that fits perfectly with your needs, aspirations, and lifestyle, contact us today.
The value of your investment can go down as well as up and you may not get back the full amount invested.
People value different things and these may change throughout your life.
So, your investment choices are as individual as you are.
We understand that wherever you are in life, your financial position and how you feel about risk is crucial to making a sound investment decision.
To discover an investment solution that fits perfectly with your needs, aspirations, and lifestyle, contact us today.
The value of your investment can go down as well as up and you may not get back the full amount invested.
Reviews
Be the first to review Scottsdale I F A.
Write a Review
