For the future you want
Retirement means something different to everyone, and we truly believe it can be whatever you make of it. All you need is a plan, and the sooner you start to get organised, the better.
We help people financially prepare for and achieve the retirement lives they dream of. We’re here to help alleviate any worries you may have around this time, and leave you feeling confident and secure for the future.
You might be asking…
Should I consolidate my pension pots?
How much will I need to retire comfortably?
Will I have enough to be able to do the things I want?
Should I transfer my pension?
Am I paying too much tax?
Can I afford care in later years?
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:
Understand your position
We’ll review your current financial situation and build a clear picture of what you have in relation to where you need to be.
Explore your goals
We’ll dig deep into what your ideal retirement looks like, including the kind of lifestyle you’d like to maintain.
Build your plan
We’ll create your personalised financial plan, designed to take you from where you are now to the retirement of your dreams.
Stay on track
With regular reviews, we can ensure your plan stays fit for purpose and aligned with what you’re working towards.
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.