Integritas Financial Planners

Our Vision

At Integritas Financial Planners, we believe everyone deserves access to expert financial guidance that empowers them to build, protect, and grow their wealth. We focus on building lasting relationships with our clients, understanding their individual needs and goals to provide bespoke solutions that align with their aspirations.

Our Expertise

With a team of experienced and qualified financial planners, we offer a comprehensive range of services to cater to your diverse financial needs.

Pensions

• Tailored advice on maximizing your workplace pension and other pension schemes
• Guidance on pension consolidation and pension splitting
• Assistance with understanding and planning for state pensions

Investments

• Personalized portfolio construction based on your individual risk tolerance and goals
• Guidance on passive and active investment strategies
• Ongoing review and rebalancing of your investments to ensure their alignment with your evolving needs

Protection

• Risk assessment and insurance planning
• Estate planning and inheritance guidance
• Cybersecurity solutions to protect your finances from fraud and identity theft

Working with You

Our planning process is designed to be collaborative and transparent. We take the time to understand your unique situation, goals, and anxieties to develop a tailored plan that meets your specific needs. We follow a five-step process:

1. Discovery: Understand your current financial situation and goals.

2. Aims & Objectives: Define your financial aspirations and desired timescales.

3. Review & Recommendation: Analyze your current position and suggest solutions.

4. Implementing Plans: Explain the plan and address any questions or concerns.

5. Ongoing Review: Regularly review and adjust your plan to ensure its continued effectiveness.

Why Choose Integritas Financial Planners?

• 100% Independent Advice: We are not tied to any specific products or institutions, ensuring unbiased and personalized recommendations.
• Bespoke Solutions: We tailor our advice to your unique needs and goals, offering custom-designed solutions, not one-size-fits-all approaches.
• Client-Centered Approach: We prioritize open communication, transparency, and building strong relationships with our clients.
• Award-Winning Expertise: Our team has received numerous awards for their expertise and commitment to client service.