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 experience has been second too none, we have been kept informed of every step and progress made. Scottsdale staff have been courteous, polite and helpful throughout. We would not hesitate to use Scottsdale again.
Thank you to Ellis, Karen, Donna and staff for all your support through this process.
Stephen is a professional, knowledgeable, thorough and diligent adviser. He takes the time to get to know his clients and is, thus, able to reflect their values in his product suggestions. Stephen has successfully guided me through various national financial crises, personal crises and redundancy with consideration and confidence, Stephen's outstanding professional abilities are combined with a strong desire to achieve the best results for his clients . I continue to receive trusted, in depth advice at a time and location to suit me. This is the gold standard of financial advice.
Right from the ‘get go’ Stephen was quick to put my worried mind to rest, explaining the process, options and benefits of each. His style is warm and open, answering all questions posed without haste or omission, dispensing guidance and direction along the way with no hint of urgency or sales patter. Ultimately after a couple of home visits we agreed on the best way forward, to my complete satisfaction. This was not the end of the story, he still keeps in touch to let me know how the pension is developing and any news of the industry that could affect me directly. In closing, if you are apprehensive about sorting your pension needs, then I would highly recommend him to you. He is honest, hardworking, professional with a friendly warmth that is rarely found in business these days. I am so very pleased I made his acquaintance.
Stephen has been offering me financial advice and managing my investments for 8 years. I am always completely up to date with where I stand financially and never afraid, or embarrassed to ask very basic questions – Stephen makes the whole process easy to understand. He has taken the time to understand my attitude to risk and my financial aspirations for the future, so I am always confident that he will advise me in my best interests. On top of all of that, he’s approachable and great to deal with – which makes life so much easier.
After nearly 47 years in the packaging industry my long term employer offered me an enhanced lump sum for my pension. Luckily I have several friends in the village who had previously been in similar positions and they recommended that I talk to Stephen Cooper. He and I had several lengthy meetings after our introduction and in those his advice has always been clear, concise and in terms that I could understand. We covered tax liabilities, capital gains tax and many other issues covering methods to maximise returns on my lump sum. Coupled with this I have always found him timely with his guidance and as a result I recommended to my son that he should attend the last face-to-face meeting I had with Stephen which he did and he found it extremely useful in planning his financial future.
Sam is extremely knowledgeable and patient when explaining the options we had for our retirement income after we made the decision to realise the benefits of our capital. He is extremely thoughtful and explained our options fully. His help has enabled us to make decisions on our pension which we were unaware of until all options were explained fully to us and for this we are extremely grateful to him. We cannot fault Sam's commitment to getting to the correct end result.
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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