DOES THIS SOUND FAMILIAR?
- You have inherited or about to inherit a family estate, and you want to understand what tax-efficient investment options are available
- You would like to save for a dream holiday, your children’s weddings, or another important life event, but don’t know where to start
- You are looking to buy a new home and renew your mortgage, but want to look at more creative investment options
Poor inheritance planning can and will cost you dearly.
REALISE YOUR DREAMS
Don’t miss out on those once-in-a-lifetime experiences you’ve always strived for.
UNLOCK YOUR ASSETS
Leaving assets dormant can lead to stagnation in your estate.
WE WILL HELP YOU TO PLAN YOUR FINANCIAL FUTURE
At Integritas Financial Planners, we specialise in helping individuals and small to medium-sized businesses to achieve their goals through holistic financial planning and support. Investment is a complex field which, if not managed correctly, could place you and your family under severe financial pressure. Our independence and expertise will help you to find the best blend of investments for your individual financial circumstances, aspirations and appetite to risk in order to minimise your exposure to market swings.
This means we will:
- Review your current financial circumstances, and understand your mid- and long-term goals
- Identify the best blend of investments to match your aspirations and risk appetite
- Implement plans that we agree on your behalf and continually monitor progress
“Getting the most from our investments is what we all look for, but it can be a world of uncertainty and apprehension. Marks professional and assured explanations and advice have guided us through to the best options available for our personal circumstances, engendering the high level of surety we were looking for. Mark exudes a confidence and obvious ability to engage with clients at all levels of understanding and requirements.”
The Integritas Financial Planning Process
At Integritas, we take the time to understand your financial goals – and work with you to attain them. We do this using a five-step process:
Build a clear picture of your current financial circumstances, with no obligations
Your Aims & Objectives
Clarify your aims, objectives and timescales over which you wish to achieve your goals
Review & Recommendation
Analyse your current position; highlight gaps and recommendations to reach your goals
Implementing Your Plans
We explain our report and answer any questions or concerns you may have
Regular face-to-face reviews to keep you updated and make any necessary changes
"Having provided Mark with details of our circumstances, he explained our options – in ‘simple’ language and advised us how to proceed which matched exactly our lifestyle and expectations. We have recommended Mark to our friends and we all agree that he tailors-makes financial planning to suit the individual."
"Mark dealt with a very difficult pension provider and obtained a very favourable result for me. Now that I’m retired, the outcome has been exactly as I had hoped despite the attitude of the pension provider. I am not able to think of anything which Mark could have done better – he spent the necessary time and effort in pursuing the matter to a very successful conclusion."
"I found Mark to be very professional, friendly and easy to talk to. The financial advice he provided gave me the opportunity to make a balanced and informed decision in regards to my pension needs with respect to my impending retirement."
"We needed to consolidate pensions and monies into a managed portfolio for our retirement. Mark facilitated the consolidation, showed us how money and assets could be used via detailed spreadsheets. Our retirement plan starts later this year and we can’t wait."