Empowering your financial freedom
At Completely Financial, we understand the importance of planning for your retirement. With our expertise and guidance, you can make the most of your assets and enjoy the lifestyle you've always wanted. Our team of experienced financial planners is dedicated to helping individuals like you plan for a secure and fulfilling retirement.
Our Approach
At Completely Financial, we believe that the interests of our clients always come first. Our vision is to be recognised as a provider of financial solutions that precisely meet our clients' requirements, so they will say we've made a difference to their financial wellbeing. We achieve this by providing a comprehensive ongoing review service designed to create real value for our clients. Our approach is built on clear and impartial advice, which means we recommend investments from the whole of the market. This ensures our clients have access to the best-performing funds and investment products.
Transparent Fees
We believe in transparency when it comes to our charges. Our fees are fixed and based on the value of a client's investment portfolio. For funds valued at 540,000 and above, our ongoing fees are capped at 5,400 per annum. For portfolios valued at less than 540,000, our fees are charged at 1% of the funds under our management.
Your Retirement Plan
We understand that the financial markets are fast-moving, and stocks and shares can go up as well as down. Every year, we review your portfolio and "Retirement Plan" to ensure it meets your needs and objectives. Our aim is to help you make the most of your assets so you can enjoy your retirement.
Meet the Team
Our team of experienced financial planners is based in Harrogate, North Yorkshire. We specialise in retirement planning for people who are planning ahead or for those who have already retired. Our team includes managing director Jonathan Baggealey, a fully qualified financial planner, and chartered financial planner Colin Fergusson, who is responsible for the research, analysis, and continuous review of financial products, funds, and platforms. Practice manager Alexandra Dean deals with client queries, updates, portfolio valuations, and all documentation.
How We Can Help You
At Completely Financial, we can help you plan your retirement by:
- Creating a personalized retirement plan tailored to your needs and objectives
- Reviewing your current financial portfolio to ensure it meets your retirement goals
- Providing clear and impartial advice on investments and financial products
- Offering a comprehensive ongoing review service to ensure your retirement plan remains on track
Get in Touch
If you're planning for your retirement or looking for expert financial guidance, we'd love to hear from you. Book a free initial consultation appointment today by calling 01423 863800 or emailing info@completely-financial.co.uk.
Overall Experience
The reviewer, Helen Dennis, has had a highly positive experience with Jonathan's financial advisory services at Completely Financial.
Financial Guidance
Helen has been a client of Jonathan's for several years and has always received valuable advice that has served her well. Recently, Jonathan helped her assess her financial situation, including her income, pension dates, and assets, and provided her with a newfound understanding of her financial flexibility.
Life-Changing Impact
As a result of Jonathan's guidance, Helen has realized that she has the means to make significant changes to her work-life balance, including the possibility of retiring earlier than expected. This new perspective has been liberating and life-changing for her.
Recommendation
Helen highly recommends Completely Financial to anyone seeking similar financial guidance and advice.
