Our philosophy

Be unique

How we exceed the standard

At Complete Financial Planning, our highly skilled financial advisers utilise state-of-the-art technology to assist in meeting clients' financial goals, both personally and corporately, achieving this in the most cost-effective manner. 

It is important to note that we feel we are a truly independent and unbiased firm. We are directly authorised by the Financial Conduct Authority. In other words, our recommendations are totally in our clients' interests – not someone else’s. 

Our clients want to be certain that any investment, pension, healthcare or insurance recommendations presented for consideration are the most appropriate to their individual needs. Being whole of market advisors, we feel that if the best product is out there, we will find it.

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Treating Customers Fairly

Complete Financial Planning is regulated by the Financial Conduct Authority (FCA) and have satisfied the rigorous criteria relating to ethical good practice, exceeding the current required professional qualifications for IFA’s. We only utilise regulated investments. You can therefore be confident and have peace of mind that you are dealing with one of the UK's leading firms that are wholly committed to providing you with the best possible independent advice and support.

Be Involved

Our client meeting process:

Building rewarding relationships

At Complete Financial Planning, we 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. 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.