Mike & Caroline

Client Stories

Mike & Caroline

“Alex was quick to understand our needs and aspirations.”

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

With no real experience investing in the stock markets, we found Alex’s advice and knowledge reassuring and we invested in a Bond.

Having seen the growth of this investment, and with both of us approaching retirement, we became keen to consider our own financial future. Alex was quick to understand our needs and aspirations and we spent considerable time talking through key areas.

We considered how we could maximise our incomes to benefit us in retirement. Also, how we can reduce our tax liability, particularly with respect to inheritance tax to make provision for any future care needs and bequeath some monies to our children and grandchildren.

Alex went away and put a lot of thought into formulating a plan of our potential income and expenditure over the next 25 years which he presented in a clear format that was easy to follow.

We regularly meet with the team to review matters and check that we are still ‘on course’ with our plan. These meetings greatly put our minds at rest and we are pleased to say that our investments have exceeded our expectations.

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