Written By Emma Jackson
The Board and directors of Integrity365 Ltd are pleased to announce the launch of a newly established, client centric wealth management firm led by an extremely strong and experienced management team that have worked together successfully for many years, with demonstrable track records as senior industry figures in their sectors.
• Collaborative offering delivering an independent holistic, integrated business advisory, financial services and wealth management solution.
• Like-minded business leaders leveraging expertise to transform wealth management by providing client centric advice and a progressive client-adviser experience.
• New business growth, client retention and continued investment in recruitment, selectively considering acquisition opportunities which enhance existing capabilities.
• In excess of £320 million funds under management since inception.
Launched in Spring 2020, Integrity365 is funded by private investors and brings to the market an independent holistic financial planning service that demonstrates a transformative shift in focus from consolidator-led to client-led thinking, facilitating the delivery of superior client services, while maintaining the highest quality compliance function and processes.
Whilst some businesses in the sector have scaled down operations amidst the challenges of the Covid-19 pandemic, Integrity365 takes a more optimistic view. As with previous crisis events, in particular the 2008-2010 financial crash, recovery has always followed, and this produces opportunities for better returns than would otherwise be typical. It is the view of the Board that this successful post-2008 investment experience will repeat, but with greater vigour, and that market confidence will return relatively quickly.
There is growing evidence that high-quality financial advice is especially sought when market conditions are volatile, as clients seek peace of mind knowing that they have access to superior financial advice during challenging times. While the near-term exhibits uncertainty, clients seek medium to long-term strategies. And we believe Integrity365 is perfectly placed to deliver on this need.
Leading the Integrity365 business are Beavis Morgan group Chairman, Paul Jackson, Client Relationship Director Chris Jelf, founder of previously AIM-listed Jelf Group Plc (Jelf), a UK-based general insurance and financial services business and prominent leaders from within the sector, Alex Rowe, Don Wild and Adrian Brown.
In addition, Integrity365 has very recently appointed Matt Goy as Chief Operating Officer. Matt, offers extensive expertise as a strategic financial planning and wealth management adviser, having spent 8 years developing and building an IFA business. Matt will maintain and develop a client portfolio alongside his role as COO.
Since its founding, building strong professional relationships has been a key focus for the business. Integrity365 shares the same head office location, Partners&, an insurance broker for the business and private sector. Likeminded Integrity365 founding partner Beavis Morgan shares our client-focus ethos and is well placed to provide investor relations, financial and corporate finance leadership, client tax and business services, as well as due diligence, payroll, company secretarial services, back-office accounting, treasury, IT and HR support, enabling the Integrity365 team to focus on its client-centric service.
Integrity365 has a clear ambition for new business growth, client retention and continued investment in recruitment, selectively considering acquisition opportunities, both businesses and teams – which enhance existing capabilities.
In keeping with this strategy, Integrity365 is delighted to welcome independent financial advisers, MRIB Ltd as their founding acquisition. The acquisition of MRIB Financial Services, a directly regulated entity, on 31 July 2020, brings a strong history of client service with over 30 years’ experience of providing financial and insurance services to the High Wycombe area. The insurance arm of the MRIB Group was previously sold to form Partners&, a business that will continue to support Integrity365 clients with insurance relationships.
Chris Jelf comments: “Building client trust and fostering long-term relationships with my clients has always been a priority for me. I am passionate about this and consider my partnership approach to working with clients a key differentiator.
“I have been hearing loud and clear that people need a financial planning business that not only exhibits the highest standards of ethics and professionalism, but also delivers high quality advice they can truly value and trust. It therefore gives me great pleasure to see the momentum that has already been created around Integrity365, and experience the shared passion and drive for trusted partnerships – with clients, colleagues and aligned businesses – that has formed the cornerstones of this new and refreshingly client-centric business.”
Written By Emma Jackson
