What is investment advice?

Investment advice is professional guidance provided to help individuals or organisations make informed decisions about where, when and how to invest their money. At Integritas Financial Planners, our advice is tailored to your unique goals, risk tolerance and financial circumstances.

Why should I seek professional investment advice?

Professional investment advice ensures that your investment decisions align with your financial objectives and risk appetite. Our advisers provide expertise, market insights and strategies designed to optimise your returns and safeguard your wealth.

How do you determine the best investment strategy for me?

We begin by understanding your financial goals, time horizon, and attitude to risk. Through a comprehensive fact-find and discussion, we identify suitable investment options and develop a personalised strategy that reflects your needs and preferences.

Are there risks involved with investing?

All investments carry some degree of risk, including the potential loss of capital. At Integritas Financial Planners, we help you understand these risks and recommend options that match your comfort level, aiming to minimise unnecessary exposure.

What types of investments do you advise on?

We advise on a broad range of investments including ISAs, pensions, investment funds, shares, bonds and ethical investments. Our recommendations are always based on thorough research and your specific requirements.

How often should I review my investments?

We recommend reviewing your investments at least annually, or whenever your financial circumstances change. Regular reviews ensure your portfolio remains aligned with your objectives and responds appropriately to market developments.

What are your fees for investment advice?

Our fees are transparent and tailored to the level of service you require. We will explain our fee structure during your initial consultation, ensuring you understand all associated costs before proceeding.

Is your investment advice independent?

Integritas Financial Planners provides independent advice, meaning our recommendations are not influenced by third parties or commission arrangements. Our priority is securing the best outcomes for you.

How do I get started with Integritas Financial Planners?

Simply click book a meeting or phone 01283 372010 to arrange an initial, no-obligation consultation. We'll discuss your needs and outline how we can assist you on your investment journey.

Can I get advice on ethical or sustainable investing?

Yes, we specialise in ethical and sustainable investment options. If you wish to align your investments with your values, our advisers will guide you through suitable choices and explain their impact.

 

LET'S WORK TOGETHER TO ACHIEVE YOUR FINANCIAL GOALS

At Integritas Financial Planners, we specialise in helping individuals and small to medium-sized businesses to achieve their goals through holistic financial planning and support. Pension legislation often changes, but our expertise in this field will help you navigate through complex regulations, while our independence will help you to find the best blend of pension products to suit your individual financial circumstances and aspirations.

This means we will:

  • Conduct a review of your current financial circumstances, and understand your long-term goals
  • Identify and recommend the best course of action to help you achieve your aspirations
  • Implement plans that we agree on your behalf and continually review progress

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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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 had a meeting with Adam regarding pensions, this is something I didn't fully understand until it was explained to me by Adam, he was very thorough with his advice and was able to answer all of my questions. I will definitely come back to Adam again in future and will be recommending him to friends and family I am very happy with the outcome of our meeting

Jade

Adam has managed my pension scheme and seen it grow by a significant amount which I am very happy about.

Ian
Derbyshire

"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

“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

“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

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