Independent Financial Advisers In Uttoxeter

With a team of Independent Financial Advisers serving customers in and around Uttoxeter, Integritas provides impartial financial advice and planning solutions for all savings, investments, and pensions. Our promise is to provide an independent, comprehensive, and holistic approach to your finances that gives you more security and greater control over your financial future.

Could your savings be giving you better returns? Get in touch to find out about…

 

Personal pensions & SIPPs

You deserve a pension that allows you to realise your goals for your retirement – but not all pension providers are equally effective at delivering what they promise. How do you choose the best pension funds and providers for long term results? Whether you want greater flexibility from your pension pot, or save in a smarter and more affordable way, we can help you explore your options and come to the best decision for you and your family.

Short-term and long term investments and savings

Investments are the cornerstone of financial security, so getting them right is important. Every investment comes with an element of risk, and some returns from savings (such as dividends from company shares) may be liable for tax. So, from discovering the right savings strategy to making the best use of your tax free savings allowances, our expert financial advice can make a real difference. At Integritas, our 100% independent approach will offer a bespoke solution to your individual circumstances.

The best mortgage deal

Whether it’s your first time buying a home, or a case of adding to your investment property portfolio, getting the best mortgage deal for your circumstances can be confusing. However, with 65% of UK adults having at least one mortgage, going through the process is a necessary part of life for most. The experienced mortgage planners at Integritas can guide you through the journey, ensuring that you are not victim of excess fees, hassle, or disappointment.

Cost effective and future-proof asset management

Even the best laid plans can come unstuck. Economic turbulence, global crises, and accidents can affect anyone and everyone. Preparing for the unknown is a proactive financial strategy that will keep your future as safe and secure as possible. At Integritas, we take a holistic approach to financial management so that your assets and investments are protected.

Tax-efficient and stress-free inheritance planning

Without a legal will or power of attorney, your finances are vulnerable, meaning that you and your loved ones may not be looked after in the way that you would like. One of the most straightforward strategies for securing your financial legacy is to work with experienced professionals to ensure complete control over your hard earned savings and assets. Our independent advisers at Integritas offer advice and guidance to ensure a seamless and stress free inheritance for your family, friends, and good causes after your death.

    Why work with Integritas Financial Planning?

     

    An independent business

    When it comes to financial services, independence makes a significant difference. For an IFA, this means not being tied to a particular bank, mortgage lender, stock broker, solicitor, or pension provider. By committing to being 100% independent, Integritas can promise a bespoke, unbiased, client-focused approach that treats every individual and business as unique. For you, this means receiving the full benefit of our experience, free from the interests of third parties.

    A holistic advisory approach based on the big picture

    A holistic approach to financial planning means making every aspect of your finances work towards a your short term and long term goals – including your pension, savings accounts, stocks and shares, and mortgage. Life isn’t always plain sailing, so a holistic strategy aims to make enhancements across the entire portfolio so that overall financial performance is balanced and optimised. This means more control for you, and a stronger financial outlook at any given time.

    Unrushed, personalised advice

    Sometimes financial decisions need to be made urgently. More often than not though, taking some time for full consideration pays dividends. Either way, at Integritas we work to your schedule, whilst always focusing on the panoramic view. By combining our expertise with your control, we can work together to find the best solution.

    Finances are personal, and your financial advice should be too. Bespoke services mean that all clients are treated as individuals, with tailor-made solutions and action plans that take into regard every aspect of your circumstances.

    Professionalism and expertise

    Balancing and managing your finances can be complex, but they don’t have to be baffling. At Integritas, we provide friendly and supportive advice that gives sound reasoning on which to make good decisions.

    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 is my nearest Integritas expert?

      Our Uttoxeter team work with individuals and companies across Staffordshire and the surrounding area, including Stramshall, Denstone, Marchington, Spath, Bramshall, Doveridge, Hollington, and Rocester.

        Book a Discovery Meeting today

         

        For individuals and businesses in and around Uttoxeter, we offer flexible, secure, and trustworthy financial advice. To explore your options, please book a no-obligation Discovery Meeting with one of our experienced Independent Financial Advisers.

          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
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          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

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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.