Protection Review

It is a sad fact that while most of us are quite happy to insure our car, our house, our travel arrangements – even our mobile phones – to their full value, few of us take quite as much care over our own health and that of our loved ones. Our review guide...

Mortgage Payment Holiday Information

Below we have pulled together the details from some of our top mortgage lenders with what you need to do should you require a mortgage payment holiday. Accord: You need to agree with us any underpayments or payment holiday you want to take. Any agreed reduction or...

Investment Market Update 20.03.2020

As you know, financial markets continue to be extremely volatile during these unprecedented times and I wanted to drop you a quick note. The majority of UK individuals with pensions and/or investments will have seen some large falls in their values and quite ...

Winter 2019/20 Newsletter

Need some help with your financial resolutions? Many individuals will have started 2020 with at least one New Year’s resolution but how many will have focussed on financial goals or aspirations? With today’s complex financial environment, achieving these may not be...

Autumn 2019 Newsletter

Topics covered in our Autumn 2019 newsletter: Ethical Investing – Is investing all about making money? Business Protection – The value of protecting your partnership Taking the long view with your investments Retirement – it’s all in the...

Summer 2019 Newsletter

Topics covered in our Summer 2019 newsletter: Are you paying more tax on your buy-to-let property? Inheritance tax – not just reserved for the very wealthy! How to avoid the Child Benefit Tax Trap. Where did it all go wrong for Neil Woodford? Reduce your income...

Financial Intern at Integritas

 Financial Intern at Integritas Financial Planners by Pam Muyot This year I have had the incredible opportunity to intern at Integritas Financial Planners, experiencing many areas of the business, from administration to attending initial client meetings and into...

AUTUMN 2018 BUDGET SUMMARY

Here are some of the key points which might be of interest to you.   Income tax    Personal allowance The Income Tax personal allowance will be increased by £650 to £12,500 on 6 April 2019 for the 2019/20 tax year. The allowance will remain the same for...
7 Mistakes To Avoid When Choosing A Financial Planner

7 Mistakes To Avoid When Choosing A Financial Planner

A Financial Planner can help you to take control of your finances and achieve your goals. Choosing a Financial Planner haphazardly could provide you with more financial trouble than gain. Here are some common mistakes people make when choosing a Financial Planner:...