Rex House, 4–12 Regent Street, London, SW1Y 4PE FCA Regulated No. 577082
London Office: 020 7306 3160 advice@scottsdaleifa.co.uk
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Professional corporate meeting room at Scottsdale IFA Central London offices
Firm Heritage & Ethos

About Us & Our People

Further information on our people, our independent advisory culture, and our commitment to providing clear, uncomplicated financial planning.

Centred On Your Needs

Independent Advice for Over Three Decades

“ Professional, prompt and committed to our clients' needs ”

Scottsdale IFA (Scottsdale IFA LLP) is an independent financial advisory firm based at Rex House on Regent Street in central London. We provide whole-of-market financial planning services to private individuals, families, business owners, and corporate institutions.

Because we operate with complete independence, our advisers are not tied to any single bank, building society, or life insurance company. We are legally and ethically bound to work exclusively on your behalf, evaluating the wider marketplace to tailor the most competitive and suitable financial solutions for your distinct goals.

Request an Initial Meeting Explore Our Services

Our Regulatory & Corporate Details

  • Legal Structure: Limited Liability Partnership (LLP Act 2000)
  • Company Registration: OC372558 (England & Wales)
  • FCA Status: Authorised and Regulated by the Financial Conduct Authority
  • Financial Services Register No: 577082
  • Head Office: Rex House, 4–12 Regent Street, London, SW1Y 4PE
  • Territorial Scope: Exclusively UK regulatory regime and UK-resident clients
  • Dispute Resolution: Financial Ombudsman Service (FOS)
Industry Recognition

Professional Standards & Chartered Status

Our advisers hold premier accreditations from the UK’s leading financial bodies, reflecting rigorous examination standards and continuous professional development.

Chartered Financial Planner

The gold standard qualification awarded by the Chartered Insurance Institute (CII) demonstrating peak technical expertise.

Fellow of the PFS (FPFS)

Fellowship attained by examination with the Personal Finance Society, representing the pinnacle of academic attainment in the profession.

STEP Member (TEP)

Full member by examination of the Society of Trust and Estate Practitioners, ensuring qualified authority on inheritance trusts and estate preservation.

FCA Authorised

Firm authorization #577082 ensuring complete regulatory compliance, statutory consumer safeguards, and access to the Financial Ombudsman Service.

Meet The Team

Our Advisers & Leadership

Personal biographies, academic qualifications, and advisory specialisms of the Scottsdale IFA team.

Andrew Penfold

Partner & Chartered Financial Planner
FPFS • Degree in Mechanical Engineering (Portsmouth University)
020 7306 3160 andrew.penfold@scottsdaleifa.co.uk

Andrew graduated from Portsmouth University with a degree in Mechanical Engineering. He has been a Financial Adviser since 1997 and advises individuals, families and companies on their financial planning needs.

In addition to the required financial planning qualifications, Andrew has achieved Chartered Financial Planner status and is also a Fellow of the Personal Finance Society (FPFS) by examination.

His objectives are to provide excellent service and high quality advice to his clients, in a clear and uncomplicated way.

Holistic Planning Chartered Planner Fellow of PFS Corporate Advice

Bruce Buchanan

Partner & Chartered Financial Planner
FPFS, TEP • Society of Trust and Estate Practitioners
020 7306 3160 bruce@scottsdaleifa.co.uk

Bruce has been providing financial advice since 1986. In addition to the minimum standard financial planning qualifications, Bruce has achieved Chartered Financial Planner status and is also a Fellow of the Personal Finance Society (FPFS) by examination. In addition he is a member by examination of the Society of Trust and Estate Practitioners (TEP).

Bruce's purpose is to enable clients achieve their financial goals through a range of distinctive financial services. He offers friendly, expert advice to individuals as well as businesses. Bruce also leads the firm's data privacy governance.

Trust & Estates TEP Specialist Chartered Planner Wealth Management

Stephen Trickett

Partner
DipPFS (CII: CF2, JO1, RO1, CF6, CF7)
020 7306 3160 s.trickett@scottsdaleifa.co.uk

Stephen has been providing financial advice since 1989. In addition to standard financial planning qualifications, Stephen has achieved the Investment & Risk (CF2), Personal Taxation (JO1), Financial Services Regulation and Ethics (RO1), Mortgage Advice (CF6) and Lifetime Mortgage Activities (CF7) qualifications with the Chartered Insurance Institute (CII).

Stephen provides advice and makes recommendations to his clients after assessing their individual financial needs. He advises a wide range of clients including private individuals and businesses offering financial planning in the areas of Investment, Mortgage and Retirement Planning.

Investments Mortgages Lifetime Lending (CF7) Retirement

Matthew Coulson

Senior Financial Consultant (Surrey Office)
DipPFS (CII: J01, CF2, CF6, CF7)
01372 822888 matt@scottsdaleifa.co.uk

Matthew has been providing financial advice since 1986. In addition to standard financial planning qualifications, Matthew has achieved the Personal Tax (J01), Investment & Risk (CF2), Mortgage Advice (CF6) and Lifetime Mortgage Activities (CF7) qualifications with the Chartered Insurance Institute (CII).

Matthew has an excellent business relationship built up over many years with his clients. He also welcomes new clients. Matthew will make his recommendations after assessing his client's financial needs and researching the market for a tailor made solution across Investment, Mortgage, Protection and Retirement Planning.

Surrey Office Long-standing Advisory Personal Tax (J01) Protection

Nicholas Sturgess

Mortgage & Protection Adviser (Bucks Office)
CII: Mortgage Advice (CF6), Lifetime Mortgages (CF7)
01844 355287 n.sturgess@scottsdaleifa.co.uk

Nicholas has been providing financial advice since 1998. He has achieved the Mortgage Advice (CF6) and Lifetime Mortgage Activities (CF7) qualifications with the Chartered Insurance Institute (CII).

Nicholas provides advice and makes recommendations to his clients after assessing their needs in the areas of mortgages, term assurance, critical illness cover, income protection, private medical insurance, buildings & contents cover and accident sickness & unemployment cover.

Bucks Office Residential Mortgages Protection Specialist PMI & ASU

Rosy Riley

Financial Adviser
Diploma in Financial Planning (DipPFS)
020 7306 3160 rosy@scottsdaleifa.co.uk

Rosy holds the Diploma in Financial Planning (DipPFS) and delivers comprehensive financial advisory services to private individuals and corporate clients.

She works closely with clients to assess their personal ambitions and design responsive financial plans covering wealth accumulation, pension structuring, and family protection.

Financial Planning DipPFS Client Services Wealth Advisory

Experience Independent Advice In London

Schedule an initial, confidential discovery conversation with one of our partners or advisers today.

Book an Initial Meeting Call London Office (020 7306 3160)