Scottsdale Moneywise Limited

Restricted - Whole of Market  Scottsdale Moneywise Ltd, Walton, Buckinghamshire, MK7 8NL
First meeting at adviser's own cost
Scottsdale MoneyWISE was founded on the belief that face-to-face meetings with a trusted adviser are the cornerstone of financial planning.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Sharia finance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
James Tarry BA(Hons)
Senior Financial Consultant

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Nick Konkol Certs CII(MP & ER)
Head of Mortgage Operations

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

Stephen Cooper DipFA
Financial Consultant

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Dominic Andersen APFS, Certs CII(MP & ER)
Chartered Financial Planner & Head of Wealth Operations

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

Accreditations
Chartered Financial Planner
What our clients say
“To be effective, personal investment advice requires a high degree of interaction between client and adviser, and you have taken the time to find out what would work best for me. I have found you to be well informed, thorough and good humoured throughout, turning a potentially dull and box checking exercise into an informative experience. I now feel for the first time in ages that my private pension is in better shape, and would have no hesitation in recommending you to anyone seeking advice on financial matters.”
Mr G, Milton Keynes
“Jane and I have had a relationship with Scottsdale for nearly 10 years and they have provided all of our financial service needs including finding the right mortgage, pensions, ISA's, Life and Income protection services and manage our financial portfolio. I think the most significant thing that makes Scottsdale stand out from other financial advisors is that they really spend time to understand your needs and what you are trying to achieve. They then use this to find the best product for you rather than pushing something on a commission basis which I have experienced in the past from other companies. They then continue to review your portfolio to ensure that it continues to be the right thing for you or whether there is a more suitable product out there.”
Mr S, Northampton
“Nick is an absolute life-saver and has now helped us with two moves. Not only did he find us two great mortgage deals, he pushed us when it was appropriate and gave us a sanity check when we wanted to up our offer to a point where our monthly repayments would have been too high to realistically cope. He went above and beyond the call of duty, helping us through every stage of the buying process, not just the mortgage. He's fantastic and I have recommended him to everyone I know looking for a mortgage or remortgage. Everyone has been really happy with the results.”
Mrs B, Bedfordshire
I wanted to write to you to let you know how impressed I have been with the service you have provided over the past few months as I have been remortgaging some of my Buy to Let properties. Over the past few months you have sourced some market leading products which will save me a significant amount of money over the next five years. Additionally, you have coped with my complete lack of organisation with admiral good humour. Without your gentle prompting we would still be at the application stage rather than where we are today with two mortgages completed, one nearing completion and a fourth well on the way. Thank you for all your help and support and I look forward to working with you again in the near future. I would not hesitate to recommend you to anyone who is looking for mortgage advice.
Mrs V, Milton Keynes
Just a quick note to thank Scottsdale, and especially you, for offering us an excellent service. Through out the whole complicated process of amalgamating and advising us on our numerous pension funds, we have found you to be extremely knowledgeable, friendly, and sincere. While helping us you demonstrated that nothing was too much trouble. Therefore we both really appreciate your service and would have no hesitation in recommending you.
Mr D, Milton Keynes
About us

Scottsdale MoneyWISE is a company of financial and mortgage 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.

Our services

Scottsdale MoneyWISE has a first-class track record for delivering bespoke services. As a trusted source of financial advice, the integrity and professionalism of those within this company have always been at the heart of its popularity and success.

As an individual you can call us for help with: retirement planning, pension consolidation, ‘at retirement’ advice, personal protection, tax planning, savings and investments, mortgaging/remortgaging, purchasing a buy-to-let home or commercial property and equity release.

If you are a company director we can help you with: company pensions including auto-enrolment, employee benefits, key man insurance and shareholder protection.

Where to find us
Head office address: Scottsdale Moneywise Ltd, 7 Copperhouse Court, Caldecotte, Buckinghamshire, Milton Keynes, MK7 8NL
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

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

Response rating
7.0/10
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FCA authorised
Last authorised 14th September 2020

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