Step-by-Step Process:


Our financial health-check will look at your current financial situation, review your goals and put an action plan together to help you achieve your goals.


The process is managed by your dedicated Financial Advisor who has real experience and expertise. They will also have access to experts in Legal, Tax, Finance, Pension, Investment and Property.


Step 1-Review of current situation which may include:


  • Portfolio Review
  • Income, Debt and Asset Review
  • Pension and Investment Review
  • Risk Profile


Step 2-We will review this information and provide a recommendation report to you which will highlight the current issues and solutions


Step 3-We will implement the agreed recommendations for you and ensure that they are put in place.


Step 4-Complimentary Annual Review to ensure that any changes are taken into account:


  • Personal circumstances change
  • Market changes-Products, Rates, Interest Rates, Funds
  • Regulatory changes



Our status as a leading broker strengthens our range of products which are available to us through our large panel of product providers. This large panel gives us the opportunity to offer you tailored solutions.


    • What our clients say about us:

      Bill has guided both
      myself and my husband through some very
      in depth and to us
      important financial
      areas. We are very
      grateful to you
      for giving us
      peace of mind.

      Celly O' Brien
      Kinsale, Co. Cork

      In December 2012 we again got 10 out of 10 for service and for getting results

      1. How satisfied were you with your service? "10 out of 10"
      2. What was the best thing for you in using Complete Financial? "I got results!"

      "I have recommended Complete Financial to my friends, family and work colleagues."

      John O' Callaghan
      Ballyphehane, Cork

      I would highly commend Complete Financial.

      Siobhan Kelly,
      Tivoli, Co. Cork

      David Murphy is a true asset

      Trevor Timmins,
      Fairhill, Co. Cork