Why Choose Integritas Financial ADvisors
Bespoke, 100% Independent Financial Advice
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.
No obligations 'discovery' meeting
Bespoke advice, tailored to you
We focus on the big picture
A broad spectrum of expertise
100% Independent Financial Advice
We work for you, at your pace
Professional, but friendly service
We save you time
How We Work With Our Clients
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 that 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.
“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.”
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How We Charge For Our Services
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:
- A summary of your aims and objectives
- Details of the services we will provide
- The fees for these services, and how the fees can be paid
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.
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: