Complete Financial

The Initial consultation is done at our own expense and we do not charge a fee for this. We do not give advise at the first meeting rather, we go through all the key questions about your needs, circumstances and priorties.

Insurance Policy Reviews No Fee.

We do not charge a fee on this area as we believe this is a less complex area. We we receive clients existing policies we usually find mistakes and errors in relation to these important areas which we hightlight to our clients. We also highlight cost savings for clients on their insurance.

Pension / Investment / General Financial Review Fee of €250 for production of an independent recommendation report.

This guarantees you independent advice and covers some of our time spent on the review.

Execution Refund

If you subsequently execute the Pension or Investment recommendation within 1 month with Complete Financial then we will be able to offset some of the fee charged as we may receive a fee from the provider you ultimately decided to go ahead with.

Early Retirement / Redundancy Initial Review Fee €250

Group Company Services

Company Pension Scheme
Company Risk Scheme
Review of Existing Scheme and Cost/Structure recommendations
Deferred Members Pension Clinic

12 Month Review - No Fee (Typically 1 Hour Meeting)

Once a client has executed any business with us we offer a complimentary annual review on the first anniversary. This ensures that you are kept up-to-date with relevant market changes, legislation and any other personal request you may have such as:

a) Switching funds and performance review

b) Changing allocations between funds and locking in value

c) Top up to existing Pensions / Investments

d) Cost savings on repricing Life and Insurance policies where possible

e) Changing some parts of the client's affairs because of tax, market or personal changes

Contact us today:

Bill@completefinancial.ie

Mobile 086 1728 377

Office 021 427 1687

82 South Mall,

Cork

Website www.completefinancial.ie