Guiding You and Your Finances Through Life's Journey
Who We Are
Integrity Pensions & Investments is a team of experienced and qualified financial planners based in Calne, Wiltshire. We work with individual clients and businesses across the country to create tailored financial plans that meet their unique needs and goals.
Our Mission
Our mission is to empower individuals and businesses to achieve financial security and plan for their future. We achieve this by providing clear, personalized advice and solutions that are tailored to each client's unique circumstances and aspirations.
Our Guiding Values
- Integrity: We are committed to providing honest, transparent and ethical financial advice.
- Client Focus: Our clients are at the heart of everything we do. We prioritize their needs and goals above all else.
- Professionalism: We adhere to the highest standards of professionalism and regulatory compliance.
- Collaboration: We work closely with our clients to build lasting relationships and achieve their financial goals.
- Sustainability: We take a long-term approach to financial planning, focusing on sustainable solutions that will benefit clients throughout their lives.
How We Can Help
We offer a wide range of services, including:
Private Clients
- Pension & Retirement Planning
- Investing & Savings
- Long-Term Care Planning
- Divorce & Separation Planning
- Inheritance & Estate Planning
- Mortgage Advice
Business Owners
- Auto Enrolment Solutions
- Business Investment & Savings
- Corporate Financial Planning
What Sets Us Apart
At Integrity Pensions & Investments, we pride ourselves on:
- Personal & Tailored Solutions: We take the time to understand each client's unique needs and goals to create a personalized plan.
- Independent & Fee-based Advice: We are not beholden to any particular product or service, allowing us to provide unbiased recommendations.
- Client-centered Approach: We prioritize open communication and collaboration to ensure clients feel empowered and informed throughout the process.
Our Experienced Team
Our team of independent financial advisors has extensive experience and qualifications in various financial disciplines. We are committed to providing our clients with the highest level of expertise and personalized attention.
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