Pensions
Many of us save throughout our lives in order to give us a standard of living in retirement better than what the State Pension provides. And that’s assuming there will be a State Pension! We will recommend a retirement planning strategy for you that includes a number of possible sources of income to help you achieve the life you want to live in retirement.
Investments
You can achieve your long-term financial goals through investment. The best investment strategy depends on your individual financial circumstances and goals, so we work with you to understand the lifestyle you want to achieve, and what it will take to get there through a range of different investment strategies.
Protection
Investment protection is designed to help you, your family or your business in the event of death, critical illness or long-term sickness. There are several different types of protection, which all aim to provide you with a level of financial security if something goes wrong.
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
