Independent Financial Advisers In Burton on Trent

Integritas Financial Planners provide bespoke, personalised financial support to people in Burton on Trent and the surrounding areas. Whether you are a married couple, an individual saver, a small-to-medium sized enterprise, or simply someone who’d like help making the best of your savings and pensions, our promise is to help you to realise your financial potential.

What we offer

 

Pensions

As a long-term investment opportunity, pensions can be a valuable asset. However, many pension funds provide disappointing returns, and it can be difficult to maximise the full growth potential of your savings. At Integritas, we offer comprehensive, friendly advice regarding how to ensure that you don’t miss out on what you are owed.

Investment ADVICE

Careful investment planning can help you to realise your long term goals and dreams. Whether it’s a dream home, an education fund for your children, a holiday of a lifetime, or a financial security blanket for later life, investments are crucial to long-term individual and business financial stability. Integritas can help you to make your money work for you, to your personalised agenda.

mortgage ADVICE

When capital is needed for a new home, an extension, or a second property, mortgages are usually the best way forwards. However, securing the best mortgage deal can be both daunting and exhausting to manage alone. From buying a new property to re-mortgaging to unlock finance, friendly, accessible, and specialised help is one of the best ways to ensure a successful start to gaining your future goals.

Asset and investment protection

Whether it’s a case of coming into inheritance, or managing finances in order to save up for achieving a dream, protecting your financial assets is vital. With expert guidance, you can avoid hefty tax headaches, and can ensure that your savings are optimised.

Wills and lasting powers of attorney

Carefully managed wills are one of the best ways of guaranteeing that your loved ones are taken care of after your death. Straightforward, practical, and holistic advice can make all the difference in guaranteeing that your legal financial future is watertight.

    Why Choose Integritas Financial Planners?

     

    100% independent

    At Integritas, we understand that the best financial strategies come from an objective approach. We do not take commission from third parties, enabling us to offer our expert opinion about the best ways to make your money work for you. With 100% independence, we can offer a 100% personalised service.

    Holistic financial planning

    A holistic approach means understanding the dynamic way that finances interact. From making the most of a pension pot to unlocking capital from a property, assets need to work in harmony. At Integritas, we look at your whole financial story, not just segments of it. This results in cohesive strategies that produce real results and good returns from your savings.

    Working for you, at your pace

    Financial planning is not something that should be rushed. Small decisions today can make major differences to your wealth in the future. Our philosophy is to guide the process towards the most successful solutions at a pace that works for you.

    Bespoke advice, tailored to you

    Finances are personal, and this means that individualised support is crucial. Our bespoke services mean that advice is based upon your unique financial circumstances and goals, ensuring that your decisions are an ideal fit for your needs.

    Friendly, jargon-free support

    Money talks, but sometimes its language can be hard to understand. Our clear, straightforward approach means that our clients are never left struggling with complex legal terminology. The expert advice that you receive is clean-cut, accessible, and crystal clear, meaning that you can make the choices that are right for you.

      Where are we based?

       

      From our office in Swadlincote, near Burton-on-Trent, we offer support to customers in Newhall, Barton-under-Needwood, Tutbury, Hilton, Willington, Branston, and the surrounding areas. We can work remotely or in person, ensuring that everyone in the vicinity can access us easily.

        Get Bespoke Financial Advice Today: How To Find Out More

        For individuals and businesses in and around Burton-on-Trent, we offer flexible, secure, and trustworthy financial advice. We offer a free, no-obligations Discovery Meeting that offers you the chance to explore your financial potential. To discuss your requirements, please give us a call 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:

          R

          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.