Investments

We are here to help you plan, manage and review your investment strategies. We will work with you to understand your individual needs, taking into account your attitude to investment risk and understanding your capacity for loss. We will recommend initial investment strategies which will then be regularly reviewed with you to ensure they remain appropriate and relevant for your individual circumstances.

At Integrity365 we utilise cutting edge industry technology to carry out our research and to manage your investments. We promote, where appropriate, the use of investment WRAP platforms to assist with the management of your overall wealth, irrespective of how many tax-efficient wrappers you may hold. These online platforms allow you to hold investments in a range of tax wrappers including pensions, stocks and shares, ISAs, investment bonds and direct holdings within General Investment Accounts (GIAs). By using these platforms, you achieve material and valuable administration benefits and are able to manage and review the investment strategies of your portfolio with your adviser.

Once established, a WRAP platform offers a very cost-effective method of managing your overall wealth and ensuring you make the most of your tax-advantaged investment opportunities both now and into the future.

As Independent Financial Advisers, we have access to the full range of investment products, including:

• Individual Savings Accounts (ISAs)
• Unit Trusts and OEICs
• Investment Bonds (onshore and offshore)
• Discretionary Fund Managers (DFMs)
• Venture Capital Trusts (VCT)
• Enterprise Investment Schemes (EIS)

We will advise you on the most appropriate solutions to meet your investment objectives.