Planning on a comfortable financial future takes time.

Established in August 2010, Complete Financial Planning is now firmly positioned as a premier provider of independent financial advice to both private and corporate clients.

Working from our head office in Eastbourne and our satellite branch in Brighton, we work together with clients from the Sussex coast to Orkney. We understand that the major financial decisions you make will have significant and life-changing consequences so it is essential that you seek professional truly independent financial advice from people you can trust.

Built on honesty and reliability, clients obtain a level of service rarely offered by conventional banks and financial advisers.

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What ‘truly independent’ Financial Advice means to us

No niggling feelings

The Financial Conduct Authority (FCA) have strict rules that firms need to adhere to in order to have an ‘independent’ status. This means that we only work for the client and consider all possible options available in the market. The alternative to this is 'restricted firms' which will only consider the products & providers that they are restricted to. Unlike many of our competitors we choose not to work under an ‘umbrella firm’ rather we are directly authorised by and purely accountable to the FCA. This means that we are not influenced by other interested parties. We only work for the client, not providers so clients are assured that we are unbiased in our recommendations.

Despite the additional compliance and strict regulations, Complete Financial Planning feel it is important to retain their independent status in order to ensure you have the best financial advice considering the whole market. You are left with no niggling feeling that there may be a more suitable product elsewhere.

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Proven track record

At Complete Financial Planning we have a proven track record, many clients have personally trusted us to assist in their financial growth for over 18 years. Relationships which have developed into good friendships.

We feel it is important that clients feel involved so we work in partnership with you to meet your financial aspirations. Complete Financial Planning is unique in that you are treated as an individual. Never will we use industry produced model portfolios or settle for provider default funds. Instead we utilise fresh research for each client, ensuring only the most up to date and best performing funds are recommended to give the best potential to exceed the standard benchmark utilised by most financial firms.

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