Wealth Management

For You, Your Family
& the Life You Want to Live

Our broad-ranging service can help you realise your aims and ensure you’re in the best position financially for whatever lies ahead.

More than financial planning and investment management – we provide counsel, strategy and guidance.

For the individuals and families that we work with, our service represents valued peace of mind too.

Find out what we could do for you.

Financial Planning

With a thorough understanding of your situation, we work collaboratively to anticipate your life transitions and develop the plans necessary to ensure you are financially prepared. Think of it as a road map to your future and the vehicle to help you get there.

Investment Management

Along with ad-hoc investment advice, we offer a tailored investment management service. Our solutions are designed according to your individual needs and attitude to risk, whether you are focused on capital growth or preservation or income generation.

Retirement Planning

We can help you make the most of your retirement. With an array of investment choices and complexity, it’s good to know you can rely on us for clarity and objectivity to ensure you are informed, clear and confident in your choices.

Estates, Trusts & Tax

Expert tailored advice on estate planning, trusts and tax can be invaluable, even life-changing. We draw on technical ability, creativity and insight to help you preserve and maximise your wealth for future generations.

Our involvement with Complete Financial started around 10 years ago when we were looking to invest the proceeds from the sale of my mother’s home to fund her care home fees.

Mike & Caroline