Independent Financial Advisers in Lichfield, Aldridge and Penkridge

Integritas Financial Planners provide impartial financial advice to people in and around Lichfield, Aldridge and Penkridge, with a bespoke approach to investment planning, asset management, pensions, and savings. Our friendly, independent services guarantee an individual-centred solution to spectrum wide range of financial questions.

How we can help

 

Pension planning

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.

Investment advice

Good investments can make a world of difference in an uncertain future. From securing a reliable safety net to avoiding hefty tax bills, careful and astute investment puts the ball in your court. At Integritas, we offer our skills and expertise to unlock the potential of your hard work.

Mortgages & re-mortgaging

Mortgaging or re-mortgaging a property can be daunting. With a plethora of options available, selecting the best mortgage provider for your situation can be challenging. Our experienced advisors can guide you through the process, ensuring that you get the best deal for your budget and lifestyle.

Asset management

Whether it’s a property, art portfolio, trust, or business investment, protecting your assets is vital as you move through life. Proactive, well-orchestrated strategies can mean the difference between a future of financial uncertainty, and financial security. At Integritas, we work with you to create comprehensive safety nets to minimise your worries and maximise the growth potential of your portfolio.

Inheritance planning

Having a will can make a significant difference to your financial security and that of your family. Whether it’s ensuring that your children are provided for, that a legacy is left to a cause close to your heart, or that your business legacy continues to thrive, having the correct legal paperwork in place is important. At Integritas, we offer straightforward, no-nonsense guidance to help you secure your future and ensure your wishes are met for your estate after death.

    Integritas: financial advice you can depend on

     

    Independent & impartial

    Independence means freedom, and when it comes to safe financial management, nothing is more important. Our independence means that we can offer a truly personalised service, ensuring that our advice is tailored specifically to your unique needs, dreams, and financial circumstances.

    The big picture

    A holistic approach to finances means taking a panoramic view of your savings, pensions, assets, and estate management plans. This means that short-term and long-term plans are secure, cohesive, and integrated. For clients, this translates to complete control and assurance, and a brighter long-term outlook.

    Considered decisions

    Financial management is not something that should be rushed. Seeing the bigger picture can take time, especially when decisions can have a life-long impact. At Integritas, we work to your schedule, ensuring that your future financial foundations are built upon care and considered decisions.

    Tailored financial plans and investment advice

    Yours and your family’s finances are personal, and everyone’s situation is unique. This means that the only successful strategy is one that is tailor-designed to your circumstances. At Integritas, we listen to your dreams and visions, and work with you to find a solution that perfectly fits your individual requirements.

    Friendly, professional support

    Managing finances requires clarity and clear thinking. At Integritas, we are committed to making sure that you have access to the best advice and support, without unnecessary waffle. Financial advice doesn’t have to be daunting, and our holistic approach means that you have all of the guidance that you need on the road ahead.

      Where we work

      Our Lichfield Independent Financial Advisers work with individuals and small-to-medium sized enterprises located throughout Staffordshire, including Lichfield city itself, as well as Burntwood, Fradley, Tamworth, Cannock, and Sutton Coldfield.

        Book a Discovery Meeting with one of our Independent Financial Advisers

         

        For couples, individuals and families in and around Lichfield, we offer flexible, secure, and trustworthy financial advice. To find out more, call today to book a no-obligation Discovery Meeting to unlock the best returns from your investments and savings.

          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
          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
          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

          FAQ1
          Answer 1
          FAQ2
          Answer 2
          FAQ3
          Answer 3
          FAQ4
          Answer 4

          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.