Be Involved

Our client meeting process:

Building rewarding relationships

Complete Financial Planning feel it is important that clients feel involved so we work in partnership with you to meet your financial aspirations.

Our initial meeting is without charge, during which you receive a full explanation of costs. We proceed only when we have a thorough understanding of our clients' needs and you have a full understanding of fees.

With that knowledge, we can identify the products that will enable our clients to achieve their financial goals, delivered by an entirely personal service. We then prepare and analyse recommendations, assessing benefits against cost.

Our final proposals are well-researched from the whole market and constructed on the basis of what’s best for our clients and nobody else. And, of course, we are prepared to work alongside our clients' accountants and solicitors if required.

We firmly believe in the importance of working together to build rewarding relationships, and working closely with our clients enables us to help them fulfil and achieve their financial objectives.

This process has to be underpinned by a joint commitment from both Complete Financial Planning and our clients in order to ensure the successful completion of financial goals.