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Integritas Financial Planners is based in Swadlincote, South Derbyshire and provides independent financial advice across the East Midlands.
Integritas works with individuals and small to medium-sized businesses, delivering holistic financial planning and support to help them reach their goals.
The company is owned and led by Mark Johnson. He is a Chartered Financial Planner, an exclusive accreditation that is the gold standard of excellence and integrity within the financial services industry. It demonstrates that Mark is committed to delivering the highest quality financial advice in an ethical manner that puts clients’ best interests at the heart of every recommendation he makes.
Born and bred in Staffordshire, Mark has worked in financial services since 2003. Much of his early career was spent in London, the country’s financial capital, where he worked with high net worth individuals and businesses.
Mark now lives back in the Midlands with wife Emma and two sons and is bringing that valuable expertise back to his home region and delivering independent financial advice in clear and simple terms.
“I recognise that behind every person and every business is a unique, personal story,” said Mark. “Everyone faces a different set of circumstances and will have distinct priorities when it comes to planning and managing their finances. My vision is to provide peace of mind through tailored advice that helps people grow their wealth and protect the future for themselves and those they love.”
Mark belongs to the Personal Finance Society – the financial advice arm of the Chartered Insurance Institute (CII) Group and adheres to the CII Code of Ethics.
The CII is the world’s leading professional organisation for insurance and financial services professionals. Its 112,000 members are committed to maintaining the highest standards of technical competence and ethical conduct.
At Integritas Financial Planners, we specialise in helping individuals and small to medium-sized businesses achieve their goals through holistic financial planning and support.
All new clients are given an initial, free of charge, ‘discovery’ meeting without any obligation or commitment to work with us at this point.
We are not tied to specific products or providers, so you can be sure that our advice is 100% independent and in your best interests.
We understand that every one of our clients is unique, so our advice is bespoke and tailored. We don’t provide off-the-shelf solutions.
We understand that financial decisions take time. There is no pressure to make a quick decision on any advice we provide.
We take the time to understand your individual circumstances and look at the big picture of your aims and ambitions.
We are professional and highly-qualified, but friendly and hospitable. We take time to explain jargon and answer your concerns.
We can advise across the whole spectrum of your finances. Investment and retirement planning, financial protection and wealth management.
Our service is efficient and effective. We aim to provide peace of mind by focusing on keeping your financial affairs in order.
All new clients are offered an initial, ’discovery’ meeting free of charge and without obligation. We feel this is important so that you can be confident that you will be comfortable working with us – and so we can be sure that we can deliver value in helping you achieve your goals and objectives.
Once we have a full picture of where you are now financially, and where you want to be, we will build a tailored strategy to get you there. Our recommendations will be discussed with you in detail. Our language is always jargon-free and easy to understand.
Our charges will be fully explained and agreed with you upfront so that there are no nasty surprises. We will only accept clients where we are confident we can add real value to their current circumstances.
Only when you are happy with the financial strategy we have drawn up, will we implement it. Our mission is to build long-term relationships with clients where we hold regular update meetings and ensure that everything is on track.
"Integritas helped guide us through all our financial matters, helped plan for our retirement and completed the paperwork with ease. We found Mark to be extremely patient and understanding as we worked through our finances. We felt relaxed throughout the whole process, and it was very easy to talk to him. He ensured that we understood all the jargon as we went along, which gave us confidence in him.
We have never felt pressurised to make snap decisions as he allowed us time to digest his recommendations. We feel we can contact him for more information at any time and can genuinely recommend him"
We ensure that there are no hidden fees when you engage with us to look after your financial planning. You will be told exactly what the costs and charges are for our services before we begin any work. As professional Financial Planners, we charge fees and are not influenced in any way by commission payments from product providers.
For all new and prospective clients, we are pleased to hold initial “discovery” meetings entirely at our expense, and without obligation. Our Client Agreement includes our typical charging structure. Having met with you at the initial meeting and confirmed that you would like to work with us, we will send you a detailed letter of engagement, which includes:
We will not charge you anything until we have received a signed copy of the engagement letter. This way, we know that you understand the services to be provided and the fees payable.
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
Clarify your aims, objectives and timescales over which you wish to achieve your goals
Analyse your current position; highlight gaps and recommendations to reach your goals
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