For every big decision, we’ll be there

Your financial world, taken care of

Life is busy enough without having to spend additional time worrying about money matters. We’re here to help remove the stress around your finances so you can focus on the things that matter most.

From managing investments to mortgages to tax and retirement planning, we give people the full-service support they need to have peace of mind for their future.

About us

Who we work with

We partner with people at all ages and stages of their financial planning journey. Whatever your priorities for right now and your goals for the future, we can help.

Our team

Our people are central to everything we do. With a wide range of specialist expertise, they’re committed to delivering the best possible service for our clients.

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Heather Closier

About
Heather

Practice Manager

Matt Smith

About
Matt

Wealth Administrator

Stephen Cooper

About
Stephen

Senior Financial Consultant

Ellis Scott

About
Ellis

Head Mortgage and Protection Adviser

Jim Austin

About
Jim

Business Manager

Sam Malka

About
Sam

Financial Adviser

Dominic Andersen

About
Dominic

Chartered Financial Planner

Domenico Collura

About
Domenico

Client Liaison Officer

Donna Morgan

About
Donna

Mortgage Administrator

Part of the lifetime group

Part of the Lifetime Group

The Lifetime Group are one of the UK’s leading wealth advisory firms. We’re built on a simple philosophy that puts the client at the heart of all that we do.

About The Lifetime Group

The most significant thing that makes Scottsdale stand out 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.

Mr S

Throughout the whole complicated process of amalgamating and advising us on our numerous pension funds, we have found them to be extremely knowledgeable, friendly, and sincere. While helping us they demonstrated that nothing was too much trouble.

Mr and Mrs D

I’ve used quite a lot of other companies before, but Scottsdale go more than the extra mile for you. For all your financial needs go to them, they’re the very best!

Mr W

Not only have they succeeded in ensuring we take necessary and, to be frank, overdue steps to improving our financial protection, but they’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.

Mr I