Complete Advice Service Ltd

Independent Financial Adviser 43 Laburnum Close, Kingsbury, Warwickshire, Tamworth, B78 2JH
First meeting at adviser's own cost
Response rating
9.5/10
FCA verified
10th December 2018
We provide clear, friendly, sound advice at a reasonable cost to help clients achieve their financial goals in life.
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Equity release
    • Home reversion
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
David Chapman DIP FA MIFS
Independant Financial Adviser
Where to find us

43 Laburnum Close, Kingsbury, Warwickshire, Tamworth, B78 2JH

Contact us
About us

The small experienced team of advisers have been established for over 13 years and cover the whole of the West Midlands in general. We provide jargon free financial advice to private as well as business clients. In the ever changing tax environment we help clients save, make and protect their hard earned money, ensuring portfolio's are as tax efficient as possible.
We advise fully in the pension place for people that are in the accumulation phase, building up a pension fund and the de-accumulation stage whereby discussing the various options are vital to ensure you get the very best pension for your needs. We also provide succession planning so that the pension / investment wealth you have built up can be passed down to the people that you choose in the most tax efficient manner. We have excellent administrative staff who provide the important back up to a reliable and trusted service.
We advise on the growing market of Equity Release. We would discuss the many deals available and how this could benefit you and possible your children in your retirement.
With the initial meeting free what have you got to lose.

Our services

Combined we have over 80 years service that has been mainly built up on the back of face to face home service. We deliver what we say and always put the customer first along with having a knowledgeable admin team that provide assistance when required. We will discuss your existing finances in depth to ensure that what we recommend whether its investment,retirement or protection advice it's the right product for you. If suitable we will provide you with an annual up to date reviews to make sure it still remains relevant and on track for your needs in the future.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

We are directly authorised by the FCA
and so we have to be highly trained and keep up to date with the changes in regulation. Our qualified advisers adhere to the highest ethical standards to ensure that after we have assessed your needs the advice given and recommendations made are specific and bespoke to each individual. We are able to fully source the complete marketplace to find the right solution for you.
Once agreed our initial charges / fees can be paid for from either the product taken up or from your own funds, or a combination of the two.
We also offer an ongoing service of 0.5% of the funds under management, This will ensure subject to a minimum fee the plans that are put in place remain suitable for you as regards to risk, performance and how likely they are to hit your required targets.
We always put the client first in everything we do.

Similar advisers near you

Financial Adviser (Restricted Whole of Market) 2.24 mi
Professional, friendly and all-encompassing financial advice, to help you set and manage your financial goals with a trusted partner.
 
Financial Adviser (Restricted Whole of Market) 3.64 mi
Professional, friendly and all-encompassing financial advice, to help you set and manage your financial goals with a trusted partner.
 
Independent Financial Adviser 4.1 mi
The Pension Planning Centre helps individuals and families plan for their retirement.
 
Independent Financial Adviser 4.1 mi
An independent organisation making available the resources of companies across the entire financial market giving the benefits of independent advice