How We Work

How We Work

Your Interests First

Chartered Financial Planners in Surrey

We Are Chartered Financial Planners

This means our advice and guidance is backed up by academic qualification and market knowledge. Chartered represents the ‘gold standard’ of financial planning – it is an important detail.

We work from the vantage point of your goals to provide tailored financial and investment advice and manage such areas as tax and retirement planning and estate matters.

Our approach places your interests first and foremost, in everything we do, at all times.

We enjoy what we do and the long-term relationships we build with our clients, all of whom come via personal recommendation.

Find out some of their stories and why they happily recommend us.


I was introduced to Complete Financial over 10 years ago.  I was approaching retirement and needed a structured and considered plan for retirement.

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Darrel & Kirsten

We have worked with Complete Financial for a number of years.  We have recently engaged with Alex to help us put in place a plan to fund school fees for our two children.

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Mike & Caroline

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.

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Find out how we could help you

Call us on 01737 910650

Company registration number: 05628293.

Registered office address: Chenies Okewood Hill, Nr Ockley, Dorking, Surrey, RH5 5NB

Registered in England and Wales