Life is unpredictable, but your financial future doesn’t have to be. At Integritas Financial Planners, we help you safeguard what matters most through tailored protection solutions. Whether it's life insurance, critical illness cover, income protection, or family benefit plans, our advisers work with you to identify the right level of cover for your needs and budget. We take the time to explain your options clearly, ensuring you understand how each policy works and what it protects. With our guidance, you can gain peace of mind knowing that you and your loved ones are financially secure—no matter what life brings.

Personalised Protection

We know that every individual and family faces unique challenges. Our advisers listen attentively to your goals and concerns, crafting bespoke protection solutions that fit your lifestyle, needs, and budget. From life insurance to critical illness cover and income protection, we ensure you receive the right level of security—so you can focus on living life to the fullest.

Guidance and Clarity

Navigating the world of insurance can be overwhelming, but our team is here to make it simple. We take the time to walk you through each option, providing clear explanations and transparent advice. You’ll understand exactly how each policy works and which benefits matter most to you and your loved ones, empowering informed, confident decisions.

 

Peace of Mind

Life’s unpredictability shouldn’t mean uncertainty for you or your family. With our support, you gain more than financial protection—you gain reassurance. Our tailored plans help safeguard your future, allowing you to rest easy knowing that whatever life brings, you and those who matter most are protected.

 

DOWNLOAD OUR FREE REVIEW GUIDE


Our Protection review guide is designed to highlight the issues that might concern you and introduce you to the different types of cover available to help secure your
family’s future.

- Life Assurance
- Income Protection
- Critical Illness

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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, support and protection. The market for investment protection products is complex, with many providers offering products that overlap. With our independent expertise in this field, we will help you to navigate through the landscape of investment protection products to ensure you have the best blend of products to suit your individual financial circumstances, aspirations and attitude to risk.

This means we will:

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

“I needed to get a grip of my pensions and discuss options for a shorter to mid-term investment. Mark was able to compound these into a single pension with a good track record. He also listened to me and geared the investment around my circumstances, financial attitude to risk and long-term aims.”

Charlie
Leicestershire

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

"I was recommended to Mark by a good friend of mine, and I have to say that it one of the best financial decisions that I have made. Mark has made the world of pensions a lot clearer and more friendly for me. I would not hesitate in recommending Mark to anyone looking for financial help."

Helen
London

"I contacted Mark so that I could sort out life cover for both me and my wife. He was very professional and also down to earth. The process was quick and painless (on my behalf) and Mark talked me through every aspect as well as chasing up any questions I had. Would highly recommend to others."

Scott
Derby, Derbyshire

"Mark reviewed my current situation and discussed my attitude to risk and my expectations for the future. Mark took it all on board, assessed my situation with close regard to the current Pension changes (explaining each in detail) and this allowed me to make an informed decision. With his frequent meetings and support, all the way it was a very painless process and I have confidence in his professional expertise and commitment to the right decision being taken by me."

Therese
Nottingham, Nottinghamshire

"Mark has taken charge of altering the mix of investments I inherited, to better match my attitude to risk and thereby optimise my gains, in line with that attitude to risk. He has, what seems to me to be, a good – scientific – method of assessing my attitude to risk as well as a clear view of how that needs to translate into a mix of investments, so I feel confident that investments will be pitched correctly for me. Mark is now assessing my options for my pensions and appears to be doing a very thorough job – asking questions that I didn’t know needed asking!"

Brian
Staffordshire

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