Seamless Planning...

We provide advice and planning services for people who want to make the most of their finances. We're independent, which means we work for our clients interests, not those of a bank or insurance company. Once we've understood your aims, aspirations and concerns, Scottsdale IFA can help you make your money work for you. Call us now on 020 7306 3160 to request an initial meeting.

Investment & Portfolio Planning

We'll get a thorough understanding of your attitude to risk, your short, medium & long term aims & then advise you in light of the opportunities and threats of the current economic climate.

Life Assurance & Income Protection

Protecting what you already have should be the start of any sound financial plan. As independent financial advisers, we can help ensure whatever policy you select is right for your individual circumstances.

Pension & Retirement Advice

In simple terms, we'll start by helping you understand what you have & what it is likely to provide versus what you may need. A complex area that can certainly benefit from independent financial advice.

Mortgages

With the current economic climate, many people may be forgiven for thinking getting a mortgage is nearly impossible! This is simply not the case. There has never been a better time to seek professional help.

Your property may be repossessed if you do not keep up repayments on your mortgage.

Our fee for mortgage advice is £225 per hour. We find it will typically takes us 5 hours to arrange a mortgage, which would mean a total fee of £1125. It could be more or less than this, depending on your individual circumstances, or we can accept commission from the lender.

If you have any questions or for a free, no obligation, initial interview call us on 020 7306 3160.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK



If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email. Please be assured we treat complaints seriously. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service ('FOS').  Please see the following link for further details: http://financial-ombudsman.org.uk/.

For free and impartial money advice, set up by government go to “The Money Advice Service”: http://www.moneyadviceservice.org.uk/

Free Consultation

You can have a free initial consultation. There's no fee, no catch and no obligation on your part.