Your Complete Wealth

Independent Financial Adviser  4 Alvestone Avenue, Newcastle, NE9 6EU
First meeting at adviser's own cost
Welcome to Your Complete. We have one simple mission – to provide you and your family with end to end, trusted and complete financial advice.
We can advise you on
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Annuity purchase
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Home and leisure
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Income protection insurance
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 2nd August 2021
Meet our advisers
Miss Robyn Dennerley
Financial Adviser

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification allows mortgage professionals to become qualified in more specialist areas such as supervising in a regulated environment, alternative residential learning and customer care.

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

Accreditations
Certified Financial Planner
Our services

At Your Complete Wealth, we provide holistic advice on all aspects of your financial planning needs, including pensions, investments, estate and succession planning.

By understanding your needs, goals and objectives, we can plan and implement a solution tailored to you. We will then regularly review that plan to ensure that it remains in line with your objectives, changing circumstances, taxation and legislation changes.

We will only offer the most suitable, tax efficient products, jargon free and for every stage of your financial life.

Where to find us
Head office address: 4 Alvestone Avenue, Newcastle, NE12 7BA
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Please note, the value of pensions and investments can fall as well as rise. You may get back less than you invested. Tax treatment, reliefs and allowances depend on individual circumstances and are subject to change.

Response rating
7.0/10
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FCA authorised
Last authorised 2nd August 2021

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