“Over the years, I have found their financial advice and knowledge sound and beneficial to my financial situation.”
I was introduced to Complete Financial over 10 years ago. I was approaching retirement and needed a structured and considered plan for retirement.
Complete Financial took the time to understand my position and my objectives and created a plan tailored to my specific circumstances. Over the years, I have found their financial advice and knowledge sound and beneficial to my financial situation.
The initial work involved a consolidation of my pension plans and, subsequently, the ongoing management of my pension and investments.
They have also helped me address a number of specific planning issues over recent years, such as managing my exposure to the Pensions Lifetime Allowance and helping to monitor and manage my inheritance tax position.
We have regular ‘healthcheck’ meetings where we have friendly discussions about our families, the financial markets, recommendations on inheritance planning, and unbiased advice on ideas and recommendations to possible changes to my portfolio. My investments are long term and I am confident Complete Financial will continue to manage them in my best interests and keep my affairs structured in a tax-efficient manner.