About us

Part of finding peace of mind for the future is making sure your finances are taken care of, and with the right support in place, it’s possible. Our team of experts will really get to know you, so they can help you get the financial security you deserve.

Protecting your wealth
for nearly 30 years

When the residents of Milton Keynes need trusted financial advice, they know where to turn. From our city centre offices, we’ve been helping people locally and across the UK achieve their goals for nearly three decades now.

Whatever financial problem you’re facing, we’ve got the expertise and resources to help solve it. Our growing team of friendly advisers have led countless people just like you towards a successful outcome, which is reflected in the number of referrals we receive.

You won’t be bombarded with jargon by men in suits when you deal with us. Instead, we’ll really get to know you and get you the right support from our in-house teams, whether that’s finances, mortgages, legal, or more.

Since 2017, we’ve been proud members of the Lifetime Group, one of the UK’s leading wealth advisory firms. The group is built on the simple philosophy of putting clients first, something we strive for in all we do.


Kingswood Financial Planning

Our journey began under a different name, but our commitment to excellence was the same even then. As Kingswood Financial Planning, we helped people understand their financial goals in more detail, then put steps in place to help them to get there.

Scottsdale Consulting

It was time for a new title, Kingswood Financial Planning changed to Scottsdale Consulting, developing our services and proposition, whilst maintaining the essential values we had built.

Scottsdale Moneywise

Ten years on, we became Scottsdale MoneyWise. Our new name reflected our focus on giving people the knowledge they need to succeed when it comes to finances, as well as our team’s own invaluable insight.

Scottsdale Lifetime Partners

We joined the Lifetime Group to offer our valued customers an even more comprehensive financial planning experience. While we can now provide more support than ever before, one thing hasn’t changed: the personal, one-to-one service you’ll receive from our down-to-earth advisers.

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.

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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Stephen Cooper


Senior Financial Consultant

Ellis Scott


Head Mortgage and Protection Adviser

Sam Malka


Financial Adviser

Dominic Andersen


Chartered Financial Planner

Domenico Collura


Client Liaison Officer

Donna Morgan


Mortgage Administrator

Heather Closier


Practice Manager

Matt Smith


Wealth Administrator

Jim Austin


Business Manager