Scottsdale Moneywise Limited

Restricted - Whole of Market  Scottsdale Moneywise Limited, Milton Keynes, 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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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
Response rating
7.0/10
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
MR 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

What our clients say
We felt comfortable with Stephen from the first meeting. He explains options clearly and makes sure we understand and are happy with the decisions we take. He never makes us feel we should know something, and gives us confidence that our pension is being managed by someone genuinely very knowledgeable and keen to give us the best advice possible for the longer term.
Dr Richard & Kathryn Scorza, London
Stephen Cooper has, via various financial organisations, been my Financial Adviser for over 13 years now. For the last 4 years, this has been with Scottsdale Moneywise Ltd. Stephen is a professional, knowledgeable, thorough and diligent adviser. Stephen takes the time to get to know his clients and is, thus, able to reflect their values in his product choices. Over the years, Stephen has successfully guided me through various national financial crises, personal crises and redundancy with consideration and confidence, so that I have now arrived at the goal I had always aimed to achieve - financial security and a good standard of living in early retirement. Stephen's professional abilities combined with the ethos of Scottsdale Moneywise is a good combination for me. I receive trusted, in depth advice at a time and location to suit me. I am given all appropriate options and time to give them careful research and consideration and, thus, feel supremely confident in my final choices. Both Stephen and Scotsdale provide a secure, confidential environment, backed up with easy to understand paperwork. This is the gold standard of financial advice.
Carol Smith, London
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 Limited, 7 Copperhouse Court, Milton Keynes, MK7 8NL
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

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

Response rating
7.0/10
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FCA authorised
Last authorised 14th June 2021

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