Our Story

 

At Integritas Financial Planners, our journey began in Swadlincote with a clear mission: to provide ethical, transparent, and independent financial advice across Derbyshire and beyond. Founded by Mark Johnson, our firm was built on the principles of integrity and trust—values that continue to guide us today.

What started as a solo venture has grown into a thriving team of financial experts dedicated to helping individuals and families achieve their financial goals. Our team brings together a wealth of experience and a shared commitment to delivering personalised, client-focused solutions.

As trusted financial advisers we specialise in a wide range of services including retirement planning, investment advice, and wealth management. Our approach is rooted in understanding your unique needs and crafting strategies that align with your values and aspirations.

We are proud to offer independent financial advice in Staffordshire, Derbyshire and across the Midlands, backed by a collaborative team that prioritises your financial wellbeing. Whether you're planning for the future or navigating life’s financial complexities, Integritas Financial Planners is here to support you every step of the way.

Our story is one of growth, integrity, and a steadfast dedication to our clients. We invite you to become part of our journey and experience the difference of working with a team that truly cares.

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“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.

BESPOKE, 100% INDEPENDENT FINANCIAL ADVICE

At Integritas Financial Planners, we specialise in helping individuals and small to medium-sized businesses achieve their goals through holistic financial planning and support.

NO OBLIGATION 'DISCOVERY' MEETING

All new clients are given an initial, free of charge, ‘discovery’ meeting without any obligation or commitment to work with us at this point.

100% INDEPENDENT FINANCIAL ADVICE

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.

BESPOKE ADVICE, TAILORED TO YOU

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 WORK FOR YOU, AT YOUR PACE

We understand that financial decisions take time. There is no pressure to make a quick decision on any advice we provide.

WE FOCUS ON THE BIG PICTURE

We take the time to understand your individual circumstances and look at the big picture of your aims and ambitions.

PROFESSIONAL FRIENDLY SERVICE

We are professional and highly-qualified, but friendly and hospitable. We take time to explain jargon and answer your concerns.

A BROAD SPECTRUM OF EXPERTISE

We can advise across the whole spectrum of your finances. Investment and retirement planning, financial protection and wealth management.

WE SAVE YOU TIME

Our service is efficient and effective. We aim to provide peace of mind by focusing on keeping your financial affairs in order.

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 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"

Sally-Anne
Staffordshire

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 'services agreed' section of our Client Agreement. 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:

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

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