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EVOLUTION OF
YOUR FINANCES

We aim to inspire ideas, create confidence and give you and your family the freedom to live life. Our combination of inspirational lifestyle planning, expert financial management and exceptional client service aims to enrich your life – both now, and in the future.

The importance of independence

Integrity365 has a holistic approach to financial planning. From the early days of mortgages, protection, investments and lump sum decisions, through to retirement and later life planning, we are here to support you through the key stages of your life.

Our advisers source solutions from the whole of market to deliver personal recommendations aligned to the requirements of each individual client.

We maintain our independence as financial advisers, with no prior arrangements in place with service providers or products. This means we always find the best solution for every client, and every client has their own tailored financial plan.

 

Working with you

Creating a financial plan is a partnership. Our advisers support and guide you, establishing your short, medium and long-term goals. Prior to providing advice, we will assess your financial needs, consider your objectives and discuss your preferred level of risk.

Attitude to risk is as personal as your fingerprint, and attitudes can vary between couples. Our advisers will develop a financial plan based on your preferred level of risk and capacity for loss.

From pension provision and tax-efficient saving strategies to family care and intergenerational wealth transfer, our advisers tailor their service to meet your specific requirements.

OUR PROVEN 5 STEP APPROACH

1
Listen
We get to know all about you. We want to understand your current financial position and establish any existing arrangements. We can then provide the best solutions for you.
2
Define
We help you define your financial future. When do you want to retire? What lifestyle do you aspire to live? Your attitude to risk? Any other specific goals you might have.
3
Plan
Working with you, we develop a bespoke financial plan that includes our interactive cashflow forecasting tool to help visualise your financial future.
4
Implement
When you have had time to review the plan and are happy with the proposed solutions, your dedicated financial adviser, and supporting team, will work together to bring your plan to life.
5
Review
Time doesn’t stand still. We conduct annual reviews and communicate regularly to ensure your plan and any investments remain suitable to your needs.