Integritas Financial Planners and Kinherit are pleased to collaborate in providing clients with superior Will & Trust planning to safeguard their families.

Complementary Will Reviews & Advice

Whether you have a Will in place or not, we’re offering advice to all Integritas Financial Planners clients totally free of charge.

If you have an existing Will, we’ll check it over for you and give you our thoughts. 
 

If you want to write your Will, we’ll give you bespoke advice on what you might need.

Why should you trust Kinherit?

 

STEP-qualified Will & Trust experts

We only hire lawyers who train and qualify with the Society of Trust & Estate Practitioners, so you can be sure you’re speaking to someone who is capable of giving you the right advice.

Recommended by financial advisers

The majority of our business comes from independent financial advisers, who trust us to provide their clients with quality, tailored advice rather than an ‘off-the-shelf’ option.

Very thorough and can advise across the board

We’ll take the time to ask you lots of questions so we can fully understand your situation and explain all the legal options available to you.

Our technology goes further to protect your family

 Kinherit isn’t an ordinary Will-writer… it is a to-death planning partner. Our revolutionary Kinvault handover platform helps you organise your affairs in life and hands over key financial and legal information when it is needed. The result is clarity of what will happen, reduced distress for your family, and much faster process.  

"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, 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:

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

"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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