Independent Financial Advisory Service In Tamworth

Serving couples, individuals, and small businesses in Tamworth, Integritas offers personalised saving and investment advice for a comprehensive range of financial needs. We provide bespoke, independent saving and investment strategies that give you greater control and security over your financial future. You work hard for your money. By working together, we ensure your money works harder for you.

How we help maximise the value of your pension, savings, investments and assets:

 

1) Unlock your pension potential

From securing a comfortable retirement to unlocking capital for holidays, treats, and emergencies, pensions are a powerful long term financial strategy. However, they can also be complex, especially when they have been gathering dust for many years. At Integritas, we can help you find the true value of your pensions, and manage them effectively for the best lifetime returns.

2) Investment guidance

Investments and savings are a major element of sound financial planning, but can also be one of the most challenging. How do you find a level of risk you’re comfortable with, and ensure the best returns? Whether it’s ensuring that you don’t pay too much tax on capital gains, or finding the right funds and stocks to make your money work for you, our experienced professionals can make sure that your decisions are based upon facts rather than guesswork.

3) The right mortgage for your needs and budget

Securing the best mortgage deal can be a daunting process, especially with so many options available. Having an experienced guide to walk you through the process can prevent frustrations, delays, and disappointment. Whether you are a first-time buyer, are moving home, are re-mortgaging, or are engaging in a buy-to-let venture, we can ensure you get the best rates and terms, at a price you can afford.

4) Protect your assets

Future-proofing your finances can be one of the wisest investment choices. Whether it’s a redundancy, a market fluctuation, or a major change to income status, external factors can cause even the best made plans to unravel. Our promise is to offer our experience and knowledge to create robust safety-nets against the unknown.

5) Secure your future with a will

The majority (54%) of UK adults do not have a will. This leads to financial vulnerability, especially for loved ones left behind. Having a legal plan for future financial management is a safe and secure way to ensure that your estate or business does not end up in the government’s pocket.

    Why choose us?

     

    Complete independence

    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.

    A holistic attitude

    Finance is a part of every aspect of life and work, and this means that it should be treated holistically. A holistic approach means joined-up thinking that examines every element of your finances and savings to find the best value solution. Careful financial planning offers a firm foundation for the future, and the holistic approach guarantees strong and stable design.

    Making the right decisions at your pace

    Making a financial plan is a long term commitment to your stability, prosperity, and happiness – and deserves to be given full consideration. The best decisions are made based upon a well-rounded understanding of everything that matters: short-term plans, long-term plans, goals, ambitions, and dreams. At Integritas, we never rush clients into a quick-fix, but work with you to achieve the most productive long term outcome.

    Bespoke guidance

    Everyone’s financial requirements are different, and these change at different stages of life. At Integritas, we are committed to providing tailor-made advice that provides comprehensive support for where you are now.

    Friendly, no-nonsense advice

    Support should be just that – supportive. That means clear, no-nonsense, friendly advice from experts who understand the bigger picture. Making your money work for you doesn’t have to be daunting or challenging, and a personalised approach means that you can make powerful decisions with the support of powerful information.

      Where are we located?

       

      Our Tamworth Independent Financial Advisors work with individuals and companies across the area, including Wilnecote, Dordon, Kingsbury, Middleton, Hopwas, Shuttington, Shenstone, Harlaston, Atherstone, and Polesworth.

        What next?

         

        Integritas Financial Planning offer flexible, secure, and trustworthy financial advice to customers in and around Tamworth. Get in touch today to arrange a free, no-obligation Discovery Meeting that offers you the chance to explore your financial potential.

          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.