Protecting what matters

When you’ve worked hard for what you have, you’d do anything to make sure it’s protected both now and in future. If you aren’t sure where to begin, our helpful team can point you in the right direction, ensuring you choose the options that are best for you.

Safeguard your world

We never know what’s around the corner. Life has many ups and downs, and some events could have a significant impact on your family, your wealth and your life. We believe that careful planning is the key to protecting the things that matter most and ensuring your finances don’t suffer.

We’ll work closely with you to understand your circumstances and identify the type of insurance you could benefit from. And with that taken care of, you can go forward with confidence, knowing that whatever comes your way, you’re in safe hands.

You might be asking…

What would happen to my family if I died?

With the right life assurance policy, you can have peace of mind that your family would be financially taken care of in the event of your death.

Would my business survive if it lost one of its key players?

Key person insurance, shareholder protection and partnership protection can all help ensure business continuity in the event of losing a significant employee.

What if I can’t work due to illness or injury?

Policies like income protection and critical illness cover can provide you with the necessary funds should you be unable to work for a period of time.

What would happen to my house and mortgage if the worst happened?

Policies like mortgage life assurance can pay out a lump sum in the event of your death, allowing the remainder of your mortgage to be paid off.

Am I paying too much for my cover?

By having someone review your existing insurance policies, you can quickly see whether you could pay less by switching to new providers.

Could I be making significant tax savings?

Whether through the right business protection or by writing your policies into trust, we can ensure maximum tax savings.

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:

Review your situation

We’ll take a look at your circumstances, including any existing policies, and identify where you have gaps or could make improvements.

Get you covered

We’ll source and implement the most suitable and cost-effective protection policies for your needs, giving you peace of mind for the future.

Aligned with your goals

Whatever policies we put in place, we’ll always ensure that they fit with your overall financial goals, and that the cost won’t take you off track.

Regular check-ins

Life is always changing, so your cover might need to change with it. We’ll regularly review your plans to ensure they remain suitable for your circumstances.

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.