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. 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. Protecting what you already have should be the start of any sound financial plan.
Call us now on 020 7306 3160 to request an initial meeting. 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. Protecting what you already have should be the start of any sound financial plan.
Services
Being independent we will look after your personal interests. With access to the entire financial market, we can search thousands of options to find the most suitable products and services for you. If you are thinking about creating and putting your financial plan into action, we may consider things you've not.
In addition to the minimum standard financial planning qualifications, Bruce has achieved Chartered Financial Planner status and is also a Fellow of the Personal Finance Society (FPFS) by examination. In addition he is a member by examination of the Society of Trust and Estate Practitioners (TEP). Bruce's purpose is to enable clients achieve their financial goals through a range of distinctive financial services.
In addition to the minimum standard financial planning qualifications, Matthew has achieved the Personal Tax (J01), Investment & Risk (CF2), Mortgage Advice (CF6) and Lifetime Mortgage Activities (CF7) qualifications with the Chartered Insurance Institute (CII). Matthew has an excellent business relationship built up over many years with his clients.
Andrew graduated from Portsmouth University with a degree in Mechanical Engineering. He has been a Financial Adviser since 1997 and advises individuals, families and companies on their financial planning needs. In addition to the required financial planning qualifications, Andrew has achieved Chartered Financial Planner status and is also a Fellow of the Personal Finance Society (FPFS) by examination.
Only you know the life you want to lead. People value different things and these may change throughout your life. So, your investment choices are as individual as you are. We understand that wherever you are in life, your financial position and how you feel about risk is crucial to making a sound investment decision.
Reviews (2)
Claire Durrant
Dec 10, 2019
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Extremely poor service. I had a company pension through them and left to go freelance. Tried to contact the person who'd been dealing with my company (Bruce) on a number of occasions. Then tried to contact general enquiries. No one ever bothered replying to me. I've got no idea how I get that money out of the old pensions.
Jon Durrant
Jul 31, 2016
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