Working from our head office in Eastbourne and our satellite branch in Brighton, we work together with clients from the Sussex coast to Orkney. We understand that the major financial decisions you make will have significant and life-changing consequences so it is essential that you seek professional truly independent financial advice from people you can trust.
Built on honesty and reliability, clients obtain a level of service rarely offered by conventional banks and financial advisers. The Financial Conduct Authority (FCA) have strict rules that firms need to adhere to in order to have an 'independent' status. This means that we only work for the client and consider all possible options available in the market.
Built on honesty and reliability, clients obtain a level of service rarely offered by conventional banks and financial advisers. The Financial Conduct Authority (FCA) have strict rules that firms need to adhere to in order to have an 'independent' status. This means that we only work for the client and consider all possible options available in the market.
Services
About Us
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Whilst working together at Barclays Wealth, David & Paul would often discuss that they felt they were not incentivised to offer clients a positive service and felt restricted that they could not utilise the very best products in the market. Whilst working together at Barclays Wealth, David & Paul would often discuss that they felt they were not incentivised to offer clients a positive service.
Our Philosophy
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At Complete Financial Planning, our highly skilled financial advisers utilise state-of-the-art technology to assist in meeting clients' financial goals, both personally and corporately, achieving this in the most cost-effective manner. It is important to note that we feel we are a truly independent and unbiased firm.
Our Advised Services
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Our team of independent financial advisors specialise in providing advice on pensions, tax efficient investments, Inheritance Tax planning, wealth management, long term care and personal protection. We also have a 'home owner' team specifically catering for clients' mortgages, life insurance, critical illness cover and income protection policies.
Wealth
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Complete Financial Planning utilise over 35 years' experience in investing to be able to offer clients the very best advice when implementing financial solutions. This advice is given across a range of diverse products including investments, pensions and Inheritance Tax planning.
Utilising cash flow modelling, it is possible to forecast your financial situation, helping you to see how to achieve the financial future you desire including 'what if' scenarios.There is no one-size-fits-all approach and each financial plan is unique, giving a long-term financial outlook in the client's best interest.
Utilising cash flow modelling, it is possible to forecast your financial situation, helping you to see how to achieve the financial future you desire including 'what if' scenarios.There is no one-size-fits-all approach and each financial plan is unique, giving a long-term financial outlook in the client's best interest.
Home Finance
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Mortgages are possibly the largest single transaction in a person's life. Buying a property can be a stressful and time-consuming experience. The financing of a mortgage is a case of finding and selecting the most suitable deal across the market, rather than simply accepting a single lender's offer.
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