Sam Malka
Scottsdale Lifetime Partners
Minimum savings/pensions: Any amount
Minimum mortgage: Any amount
0330 038 8942
Based in Milton-Keynes
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2022
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Sam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 April 2025
Sam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
4
Recent Client Reviews
Sam has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sam has received 4 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 19 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
Sam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Sam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Sam has not yet added their fees to their profile
Fees not yet added
Sam has not yet added their fees to their profile
15
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sam (based on 15 first impressions)
100% of users who are not yet clients had a positive first experience with Sam
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sam (based on 15 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Sam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 April 2025
Sam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
4
Recent Client Reviews
Sam has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sam has received 4 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 19 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
Sam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Sam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Sam has not yet added their fees to their profile
Fees not yet added
Sam has not yet added their fees to their profile
15
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sam (based on 15 first impressions)
100% of users who are not yet clients had a positive first experience with Sam
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sam (based on 15 first impressions)
Scottsdale Lifetime Partners is a group of financial advisors with a long track record of providing good-value, accurate and honest advice to companies and individuals. Through ongoing regular reviews we provide expertise to develop your financial planning strategy to accommodate your changing circumstances and objectives, new legislation, ideas and product opportunities. We also take measures to help protect you from or capitalise on fluctuating economic conditions. The value of investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an investment. Approver: Quilter Wealth Limited, Quilter Financial Services Limited and Quilter Mortgage Planning Limited 01/12/2023.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Sam's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
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Adviser Disclaimer
The value of investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an investment. Approver: Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 01/12/2023.