Financial Planning, Saving & Mortgage Advice In Derby

Integritas Financial Planners serve customers in Derby with independent advice for a comprehensive range of financial needs. Our promise is to provide bespoke, impartial, personalised services that ensure that Derby residents and businesses have complete control of their financial future.

Our services

 

Pension advice

Whether you need to secure your retirement, improve your returns, or take to the driving seat of your pension so that it works for you, Integritas can help. From unlocking dormant pension pots to ensuring that you get the most out of your final salary, strategic, independent management can offer a valuable foundation for a prosperous and happy retirement.

Investments & savings

Carefully planned investments throughout life can transform dreams into reality. From taking the tax dent out of inheritance to creating opportunities out of savings, personalised investment is one of the most creative ways to realise your financial potential and gain financial security.

Mortgages

Mortgages can be a complex process, and having friendly and experienced advisors to guide you through the journey can eradicate stress whilst optimising the benefits. Whether you are a first-time buyer, are moving home, are re-mortgaging, or are engaging in a buy-to-let venture, we can ensure that your financial plan is watertight.

Asset and Investment Protection

Securing a robust financial future is important, and this means protecting yourself and your family against the unforeseen. Accidents, redundancies, and even market fluctuations can unwind even the neatest financial design. Our promise is to offer our experience and expertise to ensure personalised safety-nets against the unknown.

Wills and Inheritance

According to Which? “54% of UK adults do not have a will, and 5.4 million people do not know how to make them”. This leaves inheritances vulnerable, and loved ones struggling in the event of a crisis. With the correct, friendly, and straightforward financial advice, you can ensure that there are no nasty surprises waiting for your family after you’re gone.

    Why work with us?

     

    Independent support

    In a time where companies are paid to push third-party products and services, it is rare to find a truly independent financial solution. Independence means freedom, control, and a personalised approach. This means that the advice that we give and the experience that we share is in your best interests, nobody else’s.

    360° view of your finances

    It’s common to think of finances as being compartmentalised. However, successful financial management is about creating a cohesive, integrated, and intelligent strategy that optimises the potential of every element. Our ethos is holistic, meaning that we work with you to understand the picture in high-definition, panoramic view, resulting in a comprehensive solution.

    Financial support on your terms, when you need it

    Finances can be daunting, and sometimes the best decisions take a little time. The last thing that anyone needs when making life-enhancing choices is people piling on the pressure. At Integritas, our focus is on working with you to find the right solutions, not the fastest fix.

    Personalised advice

    Financial security is personal, unique, and specific to your circumstances. This means that your financial advice needs to be tailor-made. Our bespoke approach listens to your goals, ambitions, and dreams, and helps to create a smooth road towards your individual financial future.

    Impartial advice – in plain English

    Having true command of your financial success requires having a clear vision of your strategy. At Integritas, our experience has taught us that this means developing a relationship based upon clarity, mutual understanding, and support. Our friendly approach ensures that you will never be left in the dark – or left to walk alone – on the road ahead.

      Where we work

      From our headquarters in Swadlincote, near Derby, we work with individuals and companies throughout Staffordshire, Derbyshire and the neighbouring counties – including Mickleover, Borrowash, Mackworth, Alfreton, Kirk Langley, Belper, Eastwood, and Ilkeston. Our seamless connectivity, combined with remote working teams mean that we bring our expertise to everyone who requires it.

        Find out more

         

        For individuals and businesses in and around Derby, we offer flexible, secure, and trustworthy financial advice. We offer a free, no-obligation Discovery Meeting that offers you the chance to explore your financial potential, so get in touch to arrange an appointment today!

          Schedule your free consultation today.

          Our free discovery consultation will help you to build a clearer picture of your financial situation and offer some potential options that could be explored.
          “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.”
          John

          Staffordshire, UK

          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:

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          Discovery

          Build a clear picture of your current financial circumstances, with no obligations
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          Your Aims & Objectives

          Clarify your aims, objectives and timescales over which you wish to achieve your goals
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          Review & Recommendation

          Analyse your current position; highlight gaps and recommendations to reach your goals
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          Implementing Your Plans

          We explain our report and answer any questions or concerns you may have
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          Ongoing Review

          Regular face-to-face reviews to keep you updated and make any necessary changes
          Independent Financial Advisors Derby
          R

          Discovery

          Build a clear picture of your current financial circumstances, with no obligations
          R

          Your Aims & Objectives

          Clarify your aims, objectives and timescales over which you wish to achieve your goals
          R

          Review & Recommendation

          Analyse your current position; highlight gaps and recommendations to reach your goals
          R

          Implementing Your Plans

          We explain our report and answer any questions or concerns you may have
          R

          Ongoing Review

          Regular face-to-face reviews to keep you updated and make any necessary changes

          Download Our Client Service Agreement

          Get access to the Integritas Financial Planners client service agreement. It’s a legal requirement before we can provide any tailored advice to you.

          Client Testimonials

          “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.”
          Susan

          Berkshire

          “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.”
          Peter

          Belper, Derbyshire

          “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.”
          Keith

          Hertfordshire

          “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.”
          Russell

          Swadlincote, Derbyshire

          Frequently Asked Questions

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          What are you waiting for? Let's get started.

          We’ll get you on the right path to secure your financial future, by first helping you to understand your current financial situation. Book your free consultation today.