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Pension IFA Nationwide- H/O Southampton
Complete Mortgage and Loan Services Ltd was established in 1993. Since that time, the company has established itself as a leading mortgage packager and distributor. Following regulation of the market in 2004, we achieved authorisation from the FSA and since then have offered competitive products and services to a growing number of intermediaries.
However, with the contraction in the mortgage market showing very slow signs of recovery we have combined our 16 years experience of dealing with the intermediary and teamed up with Grosvenor Southampton Ltd an established pension and investment IFA with over 20 years experience to launch Complete Financial Planning Services Ltd to offer a unique service.
The principle is simple; intermediaries have trusted us with their client’s mortgage applications for the last 16 years so why not extend our services to looking after their client’s pension and investment needs. It is important to note that the client REMAINS YOUR CLIENT and we act just as an affiliate company offering a service to you.
Our aims are twofold, firstly to help your clients through the maze of investment and pension advice and assist them in making an informed decision on their investments or pension needs. Secondly, to create an income source to the intermediary for referring their client to us.
We are committed to providing a whole of market pension and investment range of products for distribution to the entire intermediary sector irrespective of status. Our aim is to grow our service offering under the COMPLETE brand keeping within FSA guidelines. This growth coupled with our belief in providing exceptional service and training for our employees will maintain and improve our reputation as one of the countrys leading intermediary service providers.
The Directors have over 60 years’ of mortgage, pension and investment experience between them.