Thinking about pensions and retirement can feel daunting, but it doesn’t have to be.
At Integritas Financial Planners, we specialise in making pension planning clear, straightforward, and tailored to you. Our goal is to remove the complexity and give you confidence about your financial future.
With expert advice and personalised support, we’ll help you make the most of your pension savings and retire on your terms.

SECURE YOUR RETIREMENT

Planning for retirement is essential for your future. At Integritas, we provide expert advice and personalised strategies to help you protect your wealth and enjoy a secure retirement.

SIMPLIFY YOUR RETIREMENT

At Integritas, we make pension planning simple. Our advisers help you consolidate your pension pots and navigate your options, so you can approach retirement with clarity and confidence.

 

ENJOY YOUR RETIREMENT

Retirement is your time to relax, discover new passions, and enjoy peace of mind. At Integritas, our tailored pension advice helps you achieve your goals and live comfortably, so you can truly enjoy the retirement you deserve.

What is pension advice?

Pension advice is expert guidance designed to help you make sense of your pension savings and plan confidently for the future.

Put simply, it’s about answering important questions like:

  • How much should I be putting into my pension?
  • When can I afford to retire?
  • What are my options for accessing my pension later on?
  • Should I combine multiple pension pots?

At Integritas, our pension advice covers everything from selecting the right pension schemes to navigating complex pension rules, all with the aim of securing your financial wellbeing in retirement.

We break down the jargon and simplify the process, so you can make informed decisions that align with your lifestyle, goals, and future plans.

Who might benefit from pension advice?

If you're planning for retirement, pension advice can be a valuable tool and it's not just for the wealthy or those nearing-retirement. You’re likely to benefit if any of the following apply:

UNSURE ABOUT CONTRIBUTIONS

You’re not sure how much you should contribute to your pension, how tax relief works, and what the allowances are.

MULTIPLE PENSIONS

You’ve worked in several jobs and have old pension pots scattered around, and you’re not sure what to do with them. We can help you consolidate your pensions.

NEAR RETIREMENT

You're approaching retirement age and want clarity on when you can afford to retire.

STARTING TO PLAN EARLY

You're in your 30s or 40s and want to plan ahead to make the most of your pension and secure your retirement 

AT RETIREMENT

You're at the point of retirement and need help understanding your options

CONFUSED BY PENSION RULES

Pension jargon and rules leave you feeling lost and you simply want peace of mind that you're on the right track

DOWNLOAD OUR FREE GUIDE TO PENSION CONSOLIDATION


In this guide, we explore how pension consolidation can simplify your retirement savings.

Download your copy and discover:

- If your pension savings are on track?
- The potential benefits of consolidating
- Considerations before consolidating
- Reviewing your future retirement plans
- If flexible retirement income (pension drawdown) is worth considering?
- And much more!

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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. Pension legislation often changes, but our expertise in this field will help you navigate through complex regulations, while our independence will help you to find the best blend of pension products to suit your individual financial circumstances and aspirations.

This means we will:

  • Conduct a review of your current financial circumstances, and understand your long-term goals
  • Identify and recommend the best course of action to help you achieve your aspirations
  • Implement plans that we agree on your behalf and continually review progress

"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

I had a meeting with Adam regarding pensions, this is something I didn't fully understand until it was explained to me by Adam, he was very thorough with his advice and was able to answer all of my questions. I will definitely come back to Adam again in future and will be recommending him to friends and family I am very happy with the outcome of our meeting

Jade

Adam has managed my pension scheme and seen it grow by a significant amount which I am very happy about.

Ian
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

“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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