At Integritas Financial Planners, our investment advice is built around you—your goals, your values, and your appetite for risk. We understand that no two investors are alike, which is why we offer bespoke, 100% independent guidance tailored to your unique financial circumstances. Whether you're planning for retirement, saving for a major life event, or simply looking to grow your wealth, our Chartered Independent Advisers work closely with you to design a diversified and transparent investment strategy. With regular reviews and rebalancing, we ensure your portfolio remains aligned with your evolving objectives, giving you confidence and clarity every step of the way.

Build Wealth with Confidence

Investing isn’t just about returns—it’s about clarity and control. We tailor your investment strategy to match your risk appetite and long-term goals, helping you grow your wealth with confidence and peace of mind.

Plan for Life’s Milestones

Whether it’s buying a home, funding education, or retiring early, your investments should support your dreams. We help you align your financial strategy with the key moments that matter most.

Invest Efficiently

Unlock the full potential of your assets with smart, tax-aware investing. Our advice ensures your portfolio is working efficiently, so you can enjoy more freedom and flexibility in your financial future.

DOWNLOAD OUR FREE GUIDE TO OUR 10 POINT FINANCIAL CHECKLIST


In this checklist, we discuss some of the measures we can take to ensure our finances are secure and ready for anything that comes our way. Download your free copy and learn more about:

- Applying for payment holidays
- Sorting your pension
- Reviewing your spending
- Topping up your emergency fund
- And much more!

Integritas Checklist

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. Investment is a complex field which, if not managed correctly, could place you and your family under severe financial pressure. Our independence and expertise will help you to find the best blend of investments for your individual financial circumstances, aspirations and appetite to risk in order to minimise your exposure to market swings.

This means we will:

  • Review your current financial circumstances, and understand your mid- and long-term goals
  • Identify the best blend of investments to match your aspirations and risk appetite
  • Implement plans that we agree on your behalf and continually monitor progress

“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, 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

"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

"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

"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

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