---
title: Client Agreement | Services and Charges | Integritas Financial Planner
description: On this page you can download the Integritas Financial Planners client agreement services-and-charges
---

[![integritaslogo-copy](https://www.integritasfp.co.uk/hs-fs/hubfs/Integritas_Theme_Mar2022/integritaslogo-copy.png?width=300&height=48&name=integritaslogo-copy.png "integritaslogo-copy")](https://www.integritasfp.co.uk/)

# DOWNLOAD OUR CLIENT AGREEMENT (SERVICES AND CHARGES)

In order to provide bespoke, 100% independent financial advice to you, we have to explain how we work with our clients. Our client agreement outlines this in depth, as well as going into detail on how we charge for our services.

Fear not, once you’ve read through the client agreement, we’ll explain it fully and answer any questions you may have during our free initial ‘discovery’ meeting, so that there are no nasty surprises. We can advise you on the following:

- Pension and Retirement planning
- Investments, tailored to your personal circumstances, aspirations and appetite to risk
- Protecting your assets, estate and capital investments

Fill out the form opposite and we’ll send a copy of our latest client agreement to your email right away.

*Your email address is for internal use only, and will not be passed on to third parties. We take our clients’ privacy very seriously.*

[Privacy Policy](https://www.integritasfp.co.uk/privacy-policy)

```json
{
  "@context" : "https://schema.org",
  "@type" : "LocalBusiness",
  "address" : {
    "@type" : "PostalAddress",
    "addressLocality" : "Swadlincote",
    "addressRegion" : "Derbyshire",
    "postalCode" : "DE11 0WT",
    "streetAddress" : "A1 Optimum Business Park, Optimum Road"
  },
  "email" : "enquiries@integritasfp.co.uk",
  "geo" : {
    "@type" : "GeoCoordinates",
    "latitude" : "52.7732315",
    "longitude" : "-1.5756467"
  },
  "image" : [ "https://www.integritasfp.co.uk/wp-content/uploads/2018/04/integritaslogo-copy.png" ],
  "name" : "Integritas Financial Planners Ltd",
  "openingHours" : "Mo,Tu,We,Th,Fr 09:00-17:30",
  "openingHoursSpecification" : [ {
    "@type" : "OpeningHoursSpecification",
    "closes" : "17:30",
    "dayOfWeek" : [ "Monday", "Tuesday", "Wednesday", "Thursday", "Friday" ],
    "opens" : "09:00"
  } ],
  "paymentAccepted" : [ "cash", "check", "credit card" ],
  "priceRange" : "$$$",
  "review" : {
    "@type" : "Review",
    "author" : {
      "@type" : "Person",
      "name" : "Integritas Financial Planners"
    },
    "reviewRating" : {
      "@type" : "Rating",
      "bestRating" : "5.0",
      "ratingValue" : "5.0"
    }
  },
  "telePhone" : "+44 1283 777014",
  "url" : "https://www.integritasfp.co.uk/"
}
```