Bed and ISA

Beneficiary flexi access drawdown

Business buy-to-let mortgage

Business relief scheme

Capped drawdown

Comparison of Defined Benefit (DB) versus Defined Contribution (DC) pension schemes

Consumer buy-to-let mortgage

Decreasing Term Assurance (DTA) and critical cover

Defined Benefit (DB) pension transfer

Discounted Gift Trust (DGT)

Enterprise Investment Scheme (EIS)

Executive income protection

Family Income Benefit (FIB)

Flexi-access drawdown

Flexible reversionary trust

Group income protection

Group personal pension plan

Income protection

Individual Savings Account (ISA)

Innovative Finance ISA (IF-ISA)

Investment linked pension annuity

Investment trust

Junior ISA (JISA)

Key person cover

Level Term Assurance (LTA) and critical illness cover

Lifetime ISA (LISA)

Lifetime mortgage

Loan trust

Offshore investment bond

Onshore investment bond

Partnership protection

Pension annuity

Pensions death benefits

Personal Pension Plan (PPP)

Phased retirement

Purchase Life Annuity

Regulated mortgage

Relevant life policy

Retirement interest-only mortgage

Section 32 buy out

Self Invested Personal Pensions (SIPPs)

Shareholder protection

Small Self-Administered Schemes (SSAS)

Structured products

Triviality and small pension pots rules

Trustee Investment Plan (TIP)

Trusts

Uncrystallised Funds Pension Lump Sums (UFPLS) full withdrawal

Uncrystallised Funds Pension Lump Sums (UFPLS) series of withdrawals

Unit trusts and Open-Ended Investment Companies (OEICs)

Venture Capital Trust (VCT)

Whole Of Life (WOL) guaranteed premium

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.

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:

Discovery

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

Ongoing Review

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

"Mark gave me all the information I needed to make a balanced decision. I’m very pleased with the outcome. I will definitely be recommending him to others."

Alun

Nottinghamshire

"Mark provided sound and reassuring strategies for maximising best value from a disparate series of stand-alone investment policies and executive pension funds. My investments are growing in line with Mark’s projections."

Gerry

North Yorkshire

"Mark listened to what I wanted to do. He asked questions to ensure he understood everything and he was always patient with our questions.

"We never felt intimidated or afraid to ask questions and so felt very comfortable with what he proposed to do."

James

London

"I needed to get a grip of my pensions and discuss options for a shorter to mid-term investment. Mark was able to compound these into a single pension with a good track record. He also listened to me and geared the investment around my circumstances, financial attitude to risk and long-term aims."

Charlie

Leicestershire

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.

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