Complete Financial Planning

General information

To show our confidence in saving you money, we are offering £25 M&S vouchers if we cannot beat your current Insurance policies located under the 'Protection' section below. (subject to terms and conditions)

Remember, CFP do not charge you any advice fees. (You do have an option to pay an advice fee on Mortgages. See below.)

Investments, Pensions, Mortgages, Protection, General Insurance, Inheritance Tax Planning, Wills.

Investments:

Selection of whole of market Investments.

Protection:

Life Insurance
Critical Illness Cover
Income Protection
Family Income Benefit
Whole of Life Insurance
Long Term Care Insurance
Accident, Sickness and Redundancy Cover
Private Medical Insurance
Business Protection
Group Policies

Mortgages:

First time buyers
Remortgaging
Buy to lets
Portfolio property investments
Equity release
Commercial Mortgages
Purchasing second properties
Releasing equity

General Insurance:

Building Insurance
ASIU Accident, Sickness and Involuntary Unemployment cover

Your home may be repossessed if you do not keep up repayments on your mortgage

Commercial mortgages are not regulated by the FSA
Home reversion plans and lifetime mortgages are a complex product.
To understand the features and risks, ask for a personalised illustration.
Some buy to let mortgages are not regulated by the FSA.

We don’t usually charge a fee because we receive commission from the lender. However, you could choose to receive the commission and pay us a fee instead, which would typically be 1.5% of the loan. As an example, for a £100,000 mortgage, our fee would be £1,500

Complete Financial Planning UK Ltd is an appointed representative of Intrinsic Financial and Mortgage Planning Limited, which is authorised and regulated by the Financial Services Authority. Intrinsic Financial and Mortgage Planning Limited is entered on the FSA register (http://www.fsa.gov.uk/register/) under reference 440703 And 440718.

The guidance and/or advice contained within this page is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK