Services for Individuals:

 

 

 

About Our Services

Your bank can only sell you their product. They will not advise you of the best deal in the market if it is not their product. Complete Financial researches all the products in the market, their pros and cons and recommends the best option to you. This is true independence. We work for you and not for the Bank.

 

 

 

Asset & Family Protection Advice

It is important to make sure you or your family won’t have financial problems if a misfortune like an accident, death or illness happens to you or a member of your family. Think of all the things that would still need to be paid for if you or your partner cannot work due to an accident or illness or you die – the mortgage, household bills, day-to-day expenses, children education, travel & holidays etc.We can compare and advise you on the very best protection policies designed to replace lost income and provide a money benefit when it is needed most.

Click here for more info on Protecting your Family & Assets

 

 

 

Retirement Advice

Retirement planning is now a vital part of everyone’s financial plan. Ongoing uncertainty with Government legislation including tax free lump sum treatment, tax relief and old age pension means that it is even more important to have a financial plan in place to prepare for all eventualities. Having a proactive portfolio management plan in place will be vital to ensure that you have a comfortable and secure retirement.

Click here for more details on Retirement Planning

 

 

 

Mortgage Advice

As truly independent mortgage brokers committed to delivering an unrivalled level of customer care, we provide you with access to all major Lenders giving you the power to get the best mortgage. A mortgage adviser assigned to you from start to finish will provide you with professional impartial advice and will guide you through the mortgage maze.

Click here for more details on Mortgages

 

 

 

Savings & Investments Advice

At Compete Financial we believe that meeting with our clients annually and going through a value-added financial planning session is vital in ensuring that we grow, preserve and transfer our client’s wealth in the most efficient manner possible. We will review your financial situation and help you take any actions necessary to ensure that you are taking full advantage of all opportunities to increase and preserve your hard earned assets in a tax-efficient manner.

Click here for more details on Savings & Investments


 

 

Wills & Tax Advice

Half of the Irish population avoid making a will. Without a will, it can be a time of great family discord as well as distress as the State determines who gets the money and assets and in what proportion.

Click here for more details on Wills & Tax

 

    • What our clients say about us:

      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 have no hesitation recommending Complete Financial

      Carrie Shanahan & Darren Whitty
      Carrigtwohill, Co. Cork

      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

      I would highly commend Complete Financial.

      Siobhan Kelly,
      Tivoli, Co. Cork

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