When you’re just starting your investment journey, we’ll be by your side every step of the way to ensure your investment career gets off to a successful start.


As the size of your portfolio increases new investment opportunities will arise. Through our ongoing service we will work with you to identify these and ensure your overall portfolio remains suitable for your circumstances.


Your financial security is paramount. We’ll advise you at every stage of your journey on the best way to protect your investments, your estate and your family.

“Mark has only recently become our Adviser and we are very impressed. We knew very quickly that Mark was the person we could trust to become our Adviser. He explains things well and understands our requirements and attitude to risk.Mark has a friendly manner and put us at ease when answering our questions and concerns. He always responds to our queries promptly. We look forward to working with Mark for many years to come.”

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:


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