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'Areas of Advice'

As Independent Financial Advisers, we are authorised to advise on aspects of financial planning for Individuals, Business Owners, Trustees and Large Corporations, using products and services from the whole of market. Some of the areas we advise on include : -

  • Residential Mortgages
  • But to Let Investments and arranging But to Let Mortgages
  • Protecting assets against unforeseen circumstances
  • Providing family with long term financial security
  • Securing continuity of income in the invent of an accident, suffering a prolonged illness or experiencing unemployment
  • Regular Savings
  • Lump Sum Investments
  • Inheritance Tax Mitigation
  • Wealth Management and goal setting
  • Assessing and managing risk to capital
  • Maximising returns through effective tax planning
  • Reducing taxation on company profits
  • Effective funding for retirement income
  • Maximising income in retirement
  • When advising on these areas we often encounter and advise on many different product types, these include : -

  • Mortgages
  • But to Let Mortgages
  • Life Cover
  • Critical Illness Protection
  • Income Protection
  • Stakeholder Pensions
  • Personal Pensions
  • Self Invested Pension Plans
  • ISA's
  • Unit Trusts
  • Investment Trusts and OEICs
  • UK Life Investment Bonds
  • Offshore Investment Bonds
  • Bank Accounts
  • National Savings
  • Trusts
  • Contact us for further details of how we can help you with your financial planning.

    Complete Wealth Solutions Ltd is authorised and regulated by the Financial Conduct Authority.

    Complete Wealth Solutions Ltd is entered on the FCA register under reference 708736.

    The FCA does not regulate National Savings, some forms of inheritance tax planning, trust planning, offshore products and buy to let mortgages.

    Your property may be repossessed if you do not keep up repayments on your mortgage.

    The guidance and or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK. Some services provided by Complete Wealth Solutions may be subject to VAT, registered under no. 970354712.