We are a small limited company specialising in personal Independent Financial Advice to individuals, families and small businesses.
Complete Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority.
How We Work
As Independent Financial Advisors we charge on a fee basis for our services. We typically work in the following way:
An initial free consultation to obtain an overview of your current financial situation, your financial goals and your priorities.
We will then send you a written fee proposal where we describe the areas where we believe we can help, together with the likely fees involved.
We then conduct our research and complete a written report making our recommendations
After meeting to go through the report, should you wish to, we look to implement the recommendations
Once everything is in place we would meet on a regular basis (every 6-12 months) to review your financial plan to ensure that it continues to meet your evolving needs