Chartered Financial Planner & Head of Wealth Operations at Scottsdale Lifetime Partners - Milton Keynes, England, United Kingdom
Scottsdale Moneywise is a company of financial advisers who provide straightforward advice to companies and individuals. It provides excellent value for money, without compromising on the quality of the financial advice delivered. The integrity and professionalism of those within Scottsdale has always been at the heart of its success and will never be undermined. • The value of pension funds can fall as well as rise, you may get back less than you invested. • Transferring out of a final salary pension is unlikely to be in the best interests of most people. • Your home may be repossessed if you do not keep up repayments on your mortgage.• The value of investments can fall as well as rise, you may get back less than you invested. • Commercial mortgages are available by referral only. • Equity release will reduce the value of your estate and can affect your eligibility for means tested benefits. Our expertise covers: Retirement Planning, Pension Consolidation, At Retirement Advice, Income Drawdown, Life Assurance, Financial Protection Policies, Tax planning, Regular Savings, Investing Lump Sums, Managing Inheritance Tax, Company Pensions and Auto-Enrolment, Employee Benefits, Key Perosn and Shareholder/Partnership Protection Insurances, Residential and Commercial Buy-to-Let Mortgages, Pruchase Mortgages and Remortgage Advice, Equity Release/Lifetime Mortgages.