Planning for your retirement is one of the most important financial journeys you will undertake. At Integritas Financial Planners, we understand that no two retirements are the same, and your pension strategy should reflect your unique ambitions, circumstances, and peace of mind. Whether you are just beginning to consider your pension options or are approaching retirement and seeking to optimise your income, our expert advisers are here to guide you with clarity, integrity, and personalised solutions.

Our approach centres on truly understanding your goals—whether you wish to travel the world, support your loved ones, or simply enjoy a comfortable lifestyle free from financial worry. We demystify the complexities of pensions, offering clear, tailored advice on workplace pensions, personal pensions, consolidating old schemes, maximising tax efficiency, and drawing income in the most effective way.

With Integritas, you benefit from our wealth of experience, our commitment to impartial guidance, and our dedication to supporting you at every stage of your retirement planning journey. Discover how we can help you build a future that’s both secure and rewarding, so you can focus on living life to the fullest.

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.

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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