Complete Advice Services Ltd

Waterloo Road 38
Wolverhampton, Staffordshire
WV1 4BL

Since 2000

Contact
01902 421114 - or - Email - or - Visit website

Our philosophy is to take the mystery out of personal finance by using a simple language and a common sense approach working on behalf of our clients and providing financial advice ranging from mortgage applications, investment portfolios, pensions, protection, tax planning, long term savings options, estate planning and much more from all financial product providers.

Services

Financial Services & Advice - Independent Financial Advisor
Financial Services & Advice - Independent Financial Advisor

Staff

Working along with Paul are seven qualified Independent Financial Advisors whose backgrounds vary, with collectively over 100 years experience in the industry. They each have their own existing client relationships and act as a financial guide in helping clients old and new with their changing financial circumstances.

They all provide a determined commitment to independent financial advice, which covers all areas of financial planning.

To compliment the advisors, the experienced administration staff has a fundamental role in the daily running of the business. With over 25 years qualified experience they are able to provide support from first meetings to completion, with an in-depth knowledge of the business process enabling them to liaise with clients and product providers, to assist all of the advisors to deliver a professional service to their clients.

Memberships

Certs PFS, Cert CII (MP)

Area of Business

Investments
Mortgages
Pensions
Annuities
Protection
Tax Planning
Inheritance Tax
Estate Planning

Fees

Although some of our work can be done on a commission basis, which is often the most cost-effective way of providing advice to clients, in view of the complexity, we also do work on a fee basis. All costs will be disclosed to you in full before any implementation is done.