Create your ideal retirement lifestyle with our expert guidance
Our Vision
At Completely Financial, our vision is to empower individuals to achieve financial security and a comfortable retirement. We believe in providing tailored solutions and clear, impartial guidance to help you plan for the future.
Our Approach
We take a holistic approach to retirement planning, considering every aspect of your financial situation to create a bespoke plan that meets your individual needs and goals. This includes:
- Understanding your aspirations: We will discuss your ideal retirement lifestyle and how much you need to save to achieve it.
- Reviewing your current financial situation: We will analyze your income, expenses, investments, and debts to assess your financial strength.
- Developing a customized plan: We will work with you to create a tailored retirement plan, including investment strategies, tax optimization strategies, and estate planning considerations.
Our Expertise
Our team of experienced financial planners has a proven track record in helping clients achieve their retirement goals. We are:
- Jonathan Baggaley: Managing Director and Qualified Financial Planner, responsible for client advice and investment committee leadership.
- Colin Fergusson: Chartered Financial Planner, responsible for research, analysis, and product reviews.
- Alexandra Dean: Practice Manager, handling client communication, documentation, and portfolio management.
Our Commitment
We are committed to:
- Providing clear and concise communication in a jargon-free language.
- Offering transparent and competitive fees.
- Delivering ongoing review and analysis of your plan to ensure it remains relevant and effective over time.
Partnering with you for a secure retirement
Our goal is to partner with you on your journey to retirement, providing you with the guidance and support you need to make confident financial decisions.
Contact us today to schedule a complementary consultation and take the first step towards a secure and prosperous retirement.Overall Experience
The reviews are overwhelmingly positive, with one reviewer, Helen Dennis, giving a 5-star rating. She has been a client of Jonathan's at Completely Financial for several years and has always found his advice to be valuable. Helen has been impressed with Jonathan's ability to help her achieve a better work-life balance, even making it possible for her to retire early.
Expertise and Advice
Helen has been extremely pleased with Jonathan's thorough assessment of her income, pension dates, and assets. He has helped her realize that she has the financial flexibility to make significant changes, including retiring early. This assessment has had a liberating effect on Helen, allowing her to reconsider her current job situation and plan for a more fulfilling future.
Recommendation
Helen highly recommends Completely Financial to anyone seeking similar expert advice. Her experience has been nothing short of life-changing, and she believes that Jonathan's services can have a similar impact on others.
