Contact Us

'Modern Approach with Old Fashion Values'

We are an independent company using modern working practices but with old fashion values.

The relationships and trust we build with our clients is paramount to the quality of the advice we give and with little advertising we live or die buy our reputation and service that we provide.

With clients based all over the UK and often overseas, we are not restricted by where our clients live or work. We use the latest technology to run a paperless office that reduces our administration burden, keeping our fee structure competitive and ensuring we are spending the largest part of our time doing what we do best - advising our clients.

Whilst we feel it is important to meet at least once a year, with ever increasingly busy lives we all lead, much of our work can be completed with effective communication by letter, email and telephone. We encourage effective use of email, and on the back of our strong client relationships we have found this a very convenient and efficient way of clients maintaining regular contact with us without it becoming a burden to their everyday lives.

With many financial advisory firms claiming to have hundreds or even thousands of customers, we have none. However, we do have a growing number of select clients who we have built strong relationships with, we know them well and maintain regular contact to give the best possible advice at all times.

We advise on all aspects of financial affairs, working closely with clients throughout the year to advise on their needs and keep them informed of changes that affect them, explaining often-complicated subjects in an easy to understand format.

We are often referred within family members to give advice on wider issues such as avoidance of inheritance tax and advise on trustee investments.

As Independent Financial Advisers we are not tied to any company, we are able to use products and services from the whole of market and we have different service levels to cater for different needs.

The advice and service that we offer is complimentary to other professionals, we often work alongside Solicitors, Accountants, Stockbrokers and Discretionary Fund Managers to insure your affairs are being dealt with by the best qualified person for each aspect that needs attention.

'Complete Wealth Solutions are here to answer those uncertain questions'

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

Complete Wealth Solutions Ltd is entered on the FCA register www.fca.gov.uk 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.