When you’re trying to protect or grow your hard-earned wealth, you owe it to yourself to work with someone you can truly rely on. With us, you’ll get the reassurance you deserve, from friendly advisers with the know-how and experience to help you get the most from your finances.
We know that choosing to work with a financial planner is a big decision – understandably, you want to be sure we’ll be a good fit. Here are some of the reasons why we could have a great connection.
We’re as close to a “one-stop shop” as you can get for all your financial needs. Our truly holistic, in-house service spans everything from financial planning to mortgages, conveyancing to wills and trusts. Whatever you need, we’ve got a specialist to help.
Our clients benefit from both the influence, experience and connections of a large firm, and the personal, caring service of a small one. Our size and standing means we can deliver exceptional outcomes while remaining focused on the individual.
As part of Lifetime Connect, we have access to some of the best resources in the industry, from people to technology to financial products. This means a more skilled, more efficient service you can rely on time and time again.
As financial planners, we put your goals front and centre to our service. Everything we do is to help you on your journey to achieving them, no matter how unique or complex. When we work together, you can be sure we have your best interests at heart.
Conveyancing, wills, and Trust planning is not regulated by the Financial Conduct Authority.
Will writing is not part of the Quilter Financial Planning offering and is offered in our own right. Quilter Financial Planning accept no responsibility for this aspect of our business.
It’s always good to know the people you’re working with have their industry’s seal of approval, and for financial services, that’s Chartered status. The title of Chartered Financial Planner is reserved for only the most dedicated of financial professionals, and we’re delighted that one of them is our own Dominic Andersen.
Dominic’s accreditation means he’s committed to giving you the highest level of service, and must follow a strict code of ethics in everything he does. As a Chartered Financial Planner, he also needs to keep on top of all the latest developments, so you know you’re always getting the most up-to-date advice possible.
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.
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.
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