Professional, prompt and committed to our clients' needs
Our Vision
Our vision is to empower individuals to make confident financial decisions and achieve their financial goals through personalized planning and guidance. We believe everyone deserves a comfortable financial future, and we are passionate about helping our clients reach their full potential.
Who We Are
Scottsdale IFA LLP is a team of experienced and qualified financial advisors working with individuals and families throughout the UK. We are an independent firm, meaning we work for our clients, not for any particular bank or insurance company. This allows us to provide unbiased and customized guidance tailored to your unique needs and circumstances.
What We Do
We offer a comprehensive range of services to meet your financial needs across several key areas:
1. Investment & Portfolio Planning
- Comprehensive review of your attitude towards risk and financial goals
- Tailored advice on investments, including collective investments, life insurance, and retirement planning
- Protection of your assets through appropriate insurance policies
2. Life & Income Protection
- Ensuring you have the right life insurance coverage to protect your family in the event of your passing
- Finding the right income protection plan to support your financial security in case of illness or disability
3. Pension & Retirement Planning
- Detailed analysis of your existing pension plans and their potential for growth
- Personalized guidance on maximizing your savings and understanding your retirement options
4. Mortgage Planning
- Comprehensive assessment of your financial situation and mortgage options
- Strategies to reduce your mortgage burden and achieve homeownership
- Assistance with navigating the complexities of the current mortgage market
Our Commitment
At Scottsdale IFA LLP, we are committed to:
- Professionalism: We adhere to the highest ethical standards and provide accurate, unbiased advice.
- Promptness: We value your time and respond to queries efficiently.
- Client-Centricity: We prioritize your needs and goals, working collaboratively with you to find the best solutions.
Get Started Today
If you are ready to take control of your financial future, contact us to schedule a complimentary consultation. We look forward to working with you and helping you achieve your financial goals.
Customer Experience
The overall customer experience with the company is mixed, with one customer reporting extremely poor service and another having a positive experience.
Communication Issues
One customer, Claire Durrant, had a negative experience with the company's communication. She tried to contact her designated representative, Bruce, and later the general enquiries team, but never received a response. This left her unsure about how to access her company pension.
Mortgage Service
On the other hand, Jon Durrant had a positive experience with the company's mortgage service. He was assisted by Stephen Trickett, who provided great service and answered all his questions promptly.
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