Growing your wealth

You may be just starting out or approaching retirement, but there’s never a bad time to start thinking about how to make the most of your money. Even if you’ve no idea where to begin, our financial planning experts will give you a helping hand and show you what might be possible.

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?

Making a savvy financial decision now could mean you’re laying the foundations for a happier, more comfortable life for yourself, your family, or your business.

Am I on track to achieve my goals?

Good financial planning starts with identifying what you want to achieve, and keeping regular tabs on your progress will get you there quicker.

Could I be paying less tax?

There are several different tax reliefs and allowances which might be available to you, and your financial planner can advise on how to take advantage of those that apply.

What if my circumstances change?

No-one can predict every situation you’ll face as you go through life, but planning your finances wisely can make you better prepared to respond when the unexpected happens.

Will my money be at risk?

While no investment is free from risk, our financial planners will take the time to understand what you’re comfortable with and help you grow your money the right way.

Can’t I just handle my finances myself?

Today, it’s easier than ever to manage your own savings and investments, but financial planners like ours have years of experience that’s invaluable if you really want to maximise your money.

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.

Cashflow planning

We can effectively forecast your future finances to help you make more informed financial choices going forward.

Tax planning

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.

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

Fancy tea and biscuits? It’s on us

Book an appointment

We'd love to hear from you and see how we can help you achieve your financial goals. Just fill in the form below, give us a call, or drop us an email.

Approver: Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 05/04/2023

Scottsdale Lifetime Partners is a trading style of Lifetime Wealth Management an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register (https://register.fca.org.uk/s/) under reference 440703 and 440718.

Registered address: 12 – 14 Upper Marlborough Road, St. Albans, England, AL1 3UR

Scottsdale Lifetime Partners, a trading style of Lifetime Wealth Management, is a Limited Company registered in England and Wales no. 04631136.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.