Scottsdale Moneywise Limited

Financial Adviser (Restricted Whole of Market) Scottsdale Moneywise Ltd, 7 Copperhouse Court, Caldecotte, Buckinghamshire, Milton Keynes, MK7 8NL
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
9th September 2019
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Dominic Andersen APFS, Certs CII(MP & ER)
Chartered Financial Planner & Head of Wealth Operations
Accreditations
Chartered Financial Planner
Stephen Cooper DipFA
Financial Consultant
James Tarry BA(Hons)
Senior Financial Consultant
Nick Konkol Certs CII(MP & ER)
Head of Mortgage Operations
What our clients say
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
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
“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
“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
“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
Where to find us

Scottsdale Moneywise Ltd, 7 Copperhouse Court, Caldecotte, Buckinghamshire, Milton Keynes, MK7 8NL

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Compliance

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

There are other providers of Short-Term Income Protection and other products designed to protect you against loss of income. For impartial information about insurance, please visit the website (www) at moneyadviceservice.org.uk.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

The FCA do not regulate the following services: Auto Enrolment, Taxation advice, Estate planning, Trusts, Commercial and Buy to Let Mortgages.

Commercial mortgages will be referred to a master broker.

Scottsdale MoneyWise Limited is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, which is authorised and regulated by the Financial Conduct Authority. Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited are entered on the FCA register (http://www.fca.org.uk/register/) under reference 440703 and 440718.

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