Whether your retirement is approaching fast or somewhere on the horizon, planning for it is necessary if you are to enjoy the lifestyle you want after years of working hard. Completely Financial will review your current financial portfolio to help you understand what you need in place to create the retirement plan you want for when you want to retire.
We'll help you to make sense of all paper work you've collected from ISAs, pension pots and other financial companies. Personal information will be treated as confidential by us and held in accordance with the General Data Protection Regulation (GDPR) 2018.
We'll help you to make sense of all paper work you've collected from ISAs, pension pots and other financial companies. Personal information will be treated as confidential by us and held in accordance with the General Data Protection Regulation (GDPR) 2018.
Services
At Completely Financial our vision is to be recognised by our clients as a provider of financial solutions that precisely meet their requirements so they will say we've made a difference to their financial wellbeing. It is because of this belief that we provide a comprehensive ongoing review service designed to create real value for our clients.
Meet our team based in Harrogate North Yorkshire. We specialise in retirement planning for people who are planning ahead or for people who have already retired. Our aim is to help you make the most of your assets so you can enjoy your retirement. He's responsible for the research, analysis and continuous review of financial products, funds and platforms.
We will look at all your assets to help you make the most of them, so they fund your lifestyle both now and when you retire. That shoebox full of papers - pension pots, ISAs and bonds to name a few; we will review them and make sure they are working as hard as possible to maximise your retirement income in the most tax efficient way.
We start with an open discussion of your goals, dreams and aspirations. We need to know about you and your individual needs before we can start to make any recommendations. An increasing number of people are coming to us for a second opinion. They are already receiving advice but need to make sure their portfolios are being properly managed.
Please get in touch if you have a query or would like to book a free initial consultation. Personal information will be treated as confidential by us and held in accordance with the General Data Protection Regulation (GDPR) 2018. Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this.
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