About Us
We provide advice across a wide range of services, including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client and implement tailored financial plans to address those needs.
At Complete Financial Solutions, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on being an integral part of the local community.
Paul Evans (IFA)
– Principal
p.evans@complete-financial-solutions.co.uk
Angela Arnold
– Paraplanner and office manager
angela@complete-financial-solutions.co.uk
Paul Evans (IFA)
Principal
Paul has worked in finance for 35 years, having begun as a sales associate with Allied Dunbar in 1987. He was invited to join Riverside Financial Management, a firm of independent financial advisers, in 1999. Five years later, in 2004, he felt the time was right to go it alone and set up Complete Financial Solutions.
With a Business degree and a Diploma in Financial Services, Paul serves around 170 local clients at any one time, the longest of whom has stuck with him for 34 years. Clients come to him via both professional introductions and personal recommendations.
Paul prides himself on the personal service he offers to clients and the relationships he builds. Knowledgeable and reliable, he remains personable and always puts the client’s wellbeing at the forefront of everything he does.
Angela Arnold
Paraplanner and office manager
Angela entered the world of financial services in 1995. Having worked with five independent financial advisers, an employee benefits provider and an insurance company, she joined Complete Financial Solutions in October 2014. She is currently working towards a Diploma in Financial Planning.
Angela is particularly skilled at communicating with and supporting clients. She enjoys helping people to achieve their goals, whether saving for their first home, providing school fees or family protection, or ensuring that clients can enjoy their retirement.
Angela assists with the preparation of valuations, portfolio purchases and withdrawals, and application submissions, together with undertaking thorough research and producing detailed reports.
Want to know more?
Call us for a friendly chat on 01245 209100
or email: info@complete-financial-solutions.co.uk