Completely Financial

Financial Adviser (Restricted Whole of Market) Windsor House, Cornwall Road, Harrogate, North Yorkshire, HG1 2PW
FCA verified
20th August 2018
We can advise you on
    • Wealth management
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
Jonathan Baggaley
Managing Director
Where to find us
About us

Our vision is to be recognised by our clients as a provider of solutions that precisely meet their requirements so they will say we've made a difference to their financial well-being.
Our mission is to provide clients with independent financial advice they can trust.
We are: - Completely committed to you and your needs
Completely focused on achieving your goals
Completely comprehensive
Completely jargon-free

Preferred clients
Minimum wealth (income/assets)

Similar advisers near you

Independent Financial Adviser 0 mi
Independent Financial Adviser 0 mi
Independent Financial Adviser 0.46 mi
We make people happy. Its that simple. Do more of what you want and less of what you don't.
Independent Financial Adviser 0.72 mi
Our dedicated team will be happy to discuss ways to meet your individual needs, ensuring your long term financial security