Getting the best financial advice is about more than financial expertise. It is about:

  • Having someone you can rely on.
  • Knowing you are being kept up to date with financial information so that you get the best advice and great products.
  • Being spoken to in plain English rather than jargon, so you really understand what you are being advised to do.
  • Being confident that your adviser is using their knowledge and expertise to make sure you don’t miss any opportunities or fall into any tax traps.
  • Being open and honest so that you always know exactly what charges and fees you will pay.
  • Having a relationship you value.

At Scottsdale, everything starts and finishes with our relationship with you. Each and every one of our clients is different which means the advice and help we give you will be as individual as you are.

The aim is simple; to guide you through the financial implications, opportunities and pitfalls that living abroad brings.

We pride ourselves on tailoring our advice to meet the needs of individual clients and offering a full range of financial solutions; from simple off-the-shelf products to a carefully arranged mix of products tailored to achieve specific objectives. It all depends on you and your plans.


If you are planning to retire, you may want to:

  • Invest your capital to produce an income.
  • Make a final payment to your existing pensions.
  • Find out the best way to take an income from the pension funds you have.
  • Make sure all your assets are set up so you get the best possible income.
  • Make sure that, if anything happens to you, your family will still receive an income, or capital, if that’s what they need.
  • Make sure that you don’t pay more tax than you need to.


If you are building wealth, you may want to:

  • Get a great deal on a mortgage or remortgage.
  • Protect yourself and your family from the financial effects of ill health or death.
  • Review your existing assets to make sure you are taking advantage of all tax breaks.
  • Build a pensions portfolio.
  • Invest capital to achieve growth.
  • Make sure that you don’t pay more tax than you need to.
To speak to a Scottsdale adviser, contact us now.