As a highly respected and qualified individual, Chris brings extensive experience within the Financial Planning and Insurance industries at Founder, Board and Planner level to Integrity365, and his new role as Client Relationship Director.
Whether it be from humble beginnings or under the banner of a global titan, Chris’ focus has never wavered from placing his clients at the front and centre of every decision made. This approach has allowed Chris and his clients to become friends, developing relationships that are incredibly powerful, not least because they can be entirely honest with each other; where straight talking is a ‘given’ and where advice flows in both directions.
Since founding the award-winning UK consultancy, Christopher Jelf Insurance and Financial Services LTD (Jelf Group PLC) in 1989, Chris has established an enviable reputation for client service. Throughout his founding tenure and roles as Chairman and Director of Jelf Group PLC, Chris expanded the initial business to include an Employee Benefits Division and achieved the ambitious visionary growth strategy set by the business. Jelf Group PLC was sold to Marsh & McLennan in November 2015.
Chris’ extensive experience has also seen him hold Non Executive roles with Thatchers Cider Ltd and Creation Marketing Ltd, in addition to him pursuing his passion in charity work throughout the UK and abroad.
Matt has had a highly successful 22-year career within the financial services industry, having spent many years working at HSBC moving through the ranks as an adviser within both the private client and corporate sectors.
Prior to joining Integrity365, Matt spent 8 years building and developing an IFA business specialising both as a private client adviser, and using his extensive knowledge of the corporate sector in assisting businesses, their management and their employees with strategic financial planning and wealth management solutions.
His attention to detail and genuine consideration for his clients builds strong and trusted relationships, helping them through their financial planning journey.
Throughout Debbie’s career as a Financial Adviser, she has always been passionate about building relationships and adopting new concepts that better herself, her company and her client’s experience. She helps clients achieve their financial goals and ambitions with strategy and planning. Debbie has worked within the Financial Services industry for more than 25 years alongside some exceptional professionals.
Having spent 6 years at Bradford and Bingley as a Wealth IFA, Debbie then moved to the RBS group in 2002 as a regulated Financial Adviser, within the Private Banking Team progressing to become a Private Client Wealth Manager, looking after the top 2% of the bank’s client base.
She then made the transition to work for Mercer Jelf Financial Planning, as a Senior Financial Planner. The award-winning Jelf Group plc was founded in 1989 by Chris Jelf and was acquired by Marsh & McLennan Companies (MMC) in December 2015. Following the acquisition, Jelf Financial Planning merged with Mercer’s financial planning business, to form Mercer Jelf Financial Planning. This move gave Debbie the opportunity to work alongside Chris Jelf and continue to provide expert advice to individuals on matters relating to Tax Planning, Investment Strategy and Family Protection.
Work ethos has always meant putting clients at the centre of everything Debbie does – working side-by-side with clients as their trusted adviser to understand their needs and individual circumstances. As well as working with other industry professionals to provide the best client outcome.
Debbie is committed to delivering excellent client service and Integrity365 enables her to deliver the service, goals and quality that our clients should have come to expect.
Nick has been in the financial services sector for 28 years. The early stage of his career was spent working in the general insurance sector before making the transition to a financial planner role over 20 years ago. Nick has a wealth of experience in advising both individual and business clients, building relationships that have strong trusted foundations developed over a considerable amount of time.
Nick is incredibly passionate about providing a good service and providing financial planning advice in an easy and understandable manner. He is a firm advocate that in order to gain trust and deliver value, you need to act with honesty and integrity.
With a broad knowledge of the financial services industry, Nick is the ideal adviser for those clients looking to address their individual or family investment and overall financial planning needs including business protection.
Outside of the office, as an active individual, Nick is a family man with an avid interest in rugby following retirement from the playing field.
Ajay has worked in Financial Services for over 25 years, initially starting his career in the industry as a Mortgage Adviser until he qualified as a Financial Adviser in February 1996. He has performed a variety of roles throughout his career including some at senior management level, however his passion is providing face-to-face advice to clients. He enjoys building lasting relationships with his clients and takes pride in helping them to achieve their lifetime goals.
The majority of Ajay’s clients are high net worth individuals seeking advice on investment and retirement planning, however he also specialises in protection advice for individuals and business owners.
Ajay’s interests outside of work are music, art and sport. He is a keen collector of records and contemporary art and he enjoys visiting galleries and sporting events with his son.
Coreena has been in the Financial Services profession for a total of 16 years, providing financial advice to individual and business clients for 11 of those years. Coreena is approachable, friendly and professional as well as being efficient and passionate about giving great holistic financial advice and adding value to a clients’ specific set of circumstances.
Her areas of speciality include pension and investment planning for both individuals and businesses, personal and business protection and tax planning. Coreena is a Chartered Financial Planner, and working towards becoming a Fellow of the Chartered Insurance Institute. Outside of work, Coreena is married with a young son.
Having started in financial services in 1985, Peter has worked in a wide variety of roles within the profession providing advice to clients from all walks of life including employers, employees, self-employed and business owners, and to their friends and family too.
In his own words, he has ‘a peculiar fascination’ for pensions and saving for retirement and works hard with clients to demystify the subject. Peter helps clients create meaningful goals, keeping financial planning easy to understand (no jargon) and on track within a friendly, relaxed and informal meeting of minds. He has found that simplicity and understanding, along with a smile, are the key to this.
Peter is a Chartered Financial Planner and a Fellow of the Personal Finance Society.