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
adviser-person
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)
£0

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Our dedicated team will be happy to discuss ways to meet your individual needs, ensuring your long term financial security