Reach your goals
We would all like to be able to achieve our financial goals faster, but it can be hard to know whether your savings and investments are set up in the best way to make this happen. That’s where we can help.
We’re here to remove the ambiguity around investing and set you on the right course for success. With a bespoke strategy that’s aligned with your goals, you can spend more time focusing on the things that matter, knowing your wealth is in safe hands.
You might be asking…
Are my savings and investments in the right place?
Am I on track to achieve my goals?
Could I be paying less tax?
What if my circumstances change?
Will my money be at risk?
Can’t I just handle my finances myself?
How we’ll help
We work with our clients to create a tailored financial strategy around their needs and goals. That might entail the following:
Understanding your goals
We’ll explore what’s important to you and what you’re looking to achieve, both financially and in your life.
We can effectively forecast your future finances to help you make more informed financial choices going forward.
We can work alongside your accountant to provide strategies to maximise tax reliefs and allowances.
Staying on track
We’ll regularly review and update your portfolio to ensure it remains aligned with your objectives.
Tax Planning is not regulated by the Financial Conduct Authority.
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.
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.
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!
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.