---
title: Pension and Mortgage Advice Derby, Lichfield, Uttoxeter
description: Offering financial advice, pension advice and mortgage advice in Derby, Uttoxeter, Lichfield and Tamworth
---

- [01283777014](tel:01283777014)
- [enquiries@integritasfp.co.uk](mailto:enquiries@integritasfp.co.uk)

[facebook-f icon](https://www.facebook.com/IntegritasFP) <https://twitter.com/integritasfp?lang=en> [linkedin-in icon](https://www.linkedin.com/company/integritas-financial-planners-ltd/)

[REQUEST CONSULTATION](https://www.integritasfp.co.uk/book-a-meeting)

[![integritaslogo](https://www.integritasfp.co.uk/hs-fs/hubfs/Integritas_Theme_Mar2022/integritaslogo.png?width=510&height=82&name=integritaslogo.png "integritaslogo")](https://www.integritasfp.co.uk/)

![Vouched For Top Rated 2019 - 2024](https://www.integritasfp.co.uk/hs-fs/hubfs/Vouched%20For%20Top%20Rated%202019%20-%202024.png?width=762&height=162&name=Vouched%20For%20Top%20Rated%202019%20-%202024.png)

![Integritas-vouchedfor-badge](https://www.integritasfp.co.uk/hubfs/Integritas_Theme_Mar2022/Integritas-vouchedfor-badge.webp)

- [Home](https://www.integritasfp.co.uk)
- [Our services](https://www.integritasfp.co.uk/services)

    - [Pension Advice](https://www.integritasfp.co.uk/services/pension-advice)
    - [Investment Advice](https://www.integritasfp.co.uk/services/investments/)
    - [Mortgage Advice](https://www.integritasfp.co.uk/services/mortgage-advice/)
    - [Protection](https://www.integritasfp.co.uk/services/protection/)
    - [Wills and Lasting Power of Attorney](https://www.integritasfp.co.uk/kinherit-partnership)
- Why Integritas

    - [Why Integritas](https://www.integritasfp.co.uk/about-integritas)
    - [Meet the Team](https://www.integritasfp.co.uk/meet-the-team)
    - [Testimonials](https://www.integritasfp.co.uk/about-integritas/testimonials/)
    - [Sponsorship](https://www.integritasfp.co.uk/sponsorship/)
    - [Referral Incentive](https://www.integritasfp.co.uk/referral-incentive)
- Resources

    - Client Agreement

          - [Terms and Conditions](https://www.integritasfp.co.uk/resources/client-agreement/)
          - [Services and Charges](https://www.integritasfp.co.uk/resources/client-agreement/-services-and-charges)
    - [10 Point Financial Checklist](https://www.integritasfp.co.uk/10-point-financial-checklist/)
    - [Protection Review Guide](https://www.integritasfp.co.uk/protection-review)
    - [A Guide To Pension Consolidation](https://www.integritasfp.co.uk/guide-to-pension-consolidation)
    - [Blog](https://www.integritasfp.co.uk/blog)
    - [Glossary](https://www.integritasfp.co.uk/glossary)
- [Client Area](https://integritasfinplan.gb.pfp.net/)
- [Contact Us](https://www.integritasfp.co.uk/contact-us)

# [Nurture, Grow, and Protect Your Wealth With Expert Financial Advice](https://www.integritasfp.co.uk/book-a-meeting)

*Integritas Financial Planners provides award-winning financial advisory services. We help you to build and protect your wealth through bespoke, 100% independent advice tailored to your unique financial situation and goals.*

 

[Book A Consultation](https://www.integritasfp.co.uk/book-a-meeting)

## Safeguarding Your Family's Financial Future

#### [Planning Your Retirement Our award-winning pensions advice is tailored to your unique financial goals.](https://www.integritasfp.co.uk/services/pension-advice)

#### [Buying A New Home We help you plan your finances so you can afford that dream home.](https://www.integritasfp.co.uk/services/mortgage-advice/)

#### [Saving For Key Life Events Our advice can be tailored to help you experience everything on your bucket list.](https://www.integritasfp.co.uk/services/investments/)

#### [Inheritance Planning Have you planned your inheritance to make it tax efficient?](https://www.integritasfp.co.uk/)

#### [Saving For Your Children School fees are increasing, and it’s harder than ever to get on the property ladder.](https://www.integritasfp.co.uk/services/investments/)

#### [Protect You & Your Family Provide financial security in the event of serious, or unforeseen circumstances.](https://www.integritasfp.co.uk/services/protection/)

## OUR SERVICES

[![elderly-hand-holding\_homepage](https://www.integritasfp.co.uk/hubfs/Integritas_Theme_Mar2022/services/elderly-hand-holding_homepage-1.jpg)](https://www.integritasfp.co.uk/services/pension-advice)

### [PENSIONS](https://www.integritasfp.co.uk/services/pension-advice)

Our award-winning pension advice is tailored to your financial goals. We provide bespoke advice on the best products for your unique situation.

[Discover More](https://www.integritasfp.co.uk/services/pension-advice)

[![wedding-hands-homepage](https://www.integritasfp.co.uk/hubfs/Integritas_Theme_Mar2022/services/wedding-hands-homepage.jpg)](https://www.integritasfp.co.uk/services/investments/)

### INVESTMENTS

Everyone has a different appetite for risk, so our advice is tailored to your preferences so that you’re comfortable with your investments.

[Discover More](https://www.integritasfp.co.uk/services/investments/)

[![baby-hand-homepage](https://www.integritasfp.co.uk/hubfs/Integritas_Theme_Mar2022/services/baby-hand-homepage.jpg)](https://www.integritasfp.co.uk/services/protection/)

### PROTECTION

Our investment protection products aim to provide financial security for you, your loved-ones and your business should anything happen.

[Discover More](https://www.integritasfp.co.uk/services/protection/)

[![ARE-LOW-OR-NO-DEPOSIT-MORTGAGES-AVAILABLE-IN-2024](https://www.integritasfp.co.uk/hubfs/ARE-LOW-OR-NO-DEPOSIT-MORTGAGES-AVAILABLE-IN-2024.png)](https://www.integritasfp.co.uk/services/mortgage-advice/)

### MORTGAGE ADVICE

Whether you're taking your first step onto the property ladder or need guidance moving home, we provide expert mortgage advice tailored to your needs.

[Discover More](https://www.integritasfp.co.uk/services/mortgage-advice/)

## Our Guarantees

#### DEDICATED FINANCIAL ADVISER

#### Tailored support for all your financial planning needs.

 

#### PROMPT RESPONSES

#### We’ll get back to you within 1 working day.

 

#### PERSONALISED ADVICE

#### Independent guidance tailored to your goals.

 

#### FACE-TO-FACE EXPERTISE

#### Meet with us in person at our office.

 

## Book a free consultation today

## The Integritas Financial Planning Process

 At Integritas, we're committed to understanding your financial goals and helping you achieve them. Our five-step process provides a personalised and effective path to financial success.

#### 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

![agreement-2679506\_1920-e1522965585322](https://www.integritasfp.co.uk/hubfs/agreement-2679506_1920-e1522965585322.jpg)

## Why Choose Integritas Financial Planners

#### 100% Independent Financial Advice

We have your interests at heart at every stage of our relationship. We are not tied to any specific products, so our advice is completely independent.

#### We work for you, at your pace

When you work with Integritas, we understand that financial decisions take time. There will be no pressure to make a quick decision on any advice we give.

#### Bespoke Advice For your Specific needs

We understand that every one of our clients is unique, so our advice is bespoke and tailored. We don’t provide off-the-shelf solution solutions.

[![Learn More](https://no-cache.hubspot.com/cta/default/8095026/interactive-187213701685.png)](https://www.integritasfp.co.uk/hs/cta/wi/redirect?encryptedPayload=AVxigLJvw8MY3ew3Plujl5LhtQkDdC4CSVoQggmgGy0V4BuFIZZqLvHCTRAnLMYvkqus9m0bj%2BBFo4Te6y4Pb5eatLmSPcI299bY1%2BPnEOGllqaCqsF9HG17nE84D%2F7xugKBSzHmEfz8tDAhD8keSdVhF1ynN%2BXK7mjJM4amvscSN3V3%2FYo5wOiT3Mi1H8SatTYdtsL6jii4ZPXQ1592vivEWjn1gOTYyQ%3D%3D&webInteractiveContentId=187213701685&portalId=8095026)

## DOWNLOAD OUR CLIENT SERVICE AGREEMENT

 

Get access to the Integritas Financial Planners client service agreement. It’s a legal requirement before we can provide any tailored advice to you.

[![Download Now](https://no-cache.hubspot.com/cta/default/8095026/interactive-187489748526.png)](https://www.integritasfp.co.uk/hs/cta/wi/redirect?encryptedPayload=AVxigLKOZqmQvuvlGmdD8q%2FbcDtDXt6PWdAS14G1EVj%2BhQDA%2BpJwo4puMBu%2BaQcxy1GFO2pMOS%2BjRMEL%2BaUMuRE%2F%2FYs519p81ZXiyrjhtChsjf83CgvVEcBPdD9PMTiqA4s2Hr%2Fl2iYAB8f2NuYi7qy3KIZTRB0xOe3u3UIEWZ4EEpiL3SkdKsmQIyv70M3uRoDu6jxFS%2BQkjCzdMCfR6AXQ4dWoP%2Fo6o9trw52FhZHKQTCB&webInteractiveContentId=187489748526&portalId=8095026)

 

![Client Agreement with Shadow](https://www.integritasfp.co.uk/hs-fs/hubfs/Client%20Agreement%20with%20Shadow.png?width=268&height=400&name=Client%20Agreement%20with%20Shadow.png "Client Agreement with Shadow")

## Client Testimonials

*"Mark listened to what I wanted to do. He asked questions to ensure he understood everything and he was always patient with our questions.*

*"We never felt intimidated or afraid to ask questions and so felt very comfortable with what he proposed to do."*

James

London

*"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

*"Mark gave me all the information I needed to make a balanced decision. I’m very pleased with the outcome. I will definitely be recommending him to others."*

Alun

Nottinghamshire

*"Adam will always listen to you and your needs, I am not very savy with the ins and outs of finance but Adam takes the time and effort to explain in terms which he knows I will understand, if you are not sure he will go over the points again to make sure that you do understand."*

Tony

Staffordshire

*"Mark provided sound and reassuring strategies for maximising best value from a disparate series of stand-alone investment policies and executive pension funds. My investments are growing in line with Mark’s projections."*

Gerry

North Yorkshire

*"Adam has managed my pension scheme and seen it grow by a significant amount which I am very happy about."*

Ian

Derbyshire

**[Read More \>](https://www.integritasfp.co.uk/about-integritas/testimonials/)**

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#### NAVIGATION

- [Homepage](https://www.integritasfp.co.uk)
- [Request Consultation](https://www.integritasfp.co.uk/book-a-meeting)
- [Our Services](https://www.integritasfp.co.uk/services) 
    - [Pension Advice](https://www.integritasfp.co.uk/services/pension-advice)
    - [Investment Advice](https://www.integritasfp.co.uk/services/investments/)
    - [Protection](https://www.integritasfp.co.uk/services/protection/)
- [Why Integritas](https://www.integritasfp.co.uk/about-integritas) 
    - [About Integritas Financial Planners](https://www.integritasfp.co.uk/about-integritas)
    - [Testimonials](https://www.integritasfp.co.uk/about-integritas/testimonials/)
- [Client Agreement](https://www.integritasfp.co.uk/Client%20Agreement) 
    - [Terms & Conditions](https://www.integritasfp.co.uk/resources/client-agreement/)
    - [Services & Charges](https://www.integritasfp.co.uk/resources/client-agreement/-services-and-charges)
- [Blog](https://www.integritasfp.co.uk/blog)
- [Client Area](https://integritasfinplan.gb.pfp.net/)
- [Areas We Cover](https://8095026.hs-sites.com/blog/tag/areas-we-cover)

#### DISCLAIMER

- Decisions should not be taken based solely on the content of the website and individual advice should be sought first.
- Regulations, levels and bases of taxation are subject to change.
- The firm is not responsible for the content of external links.
- The content is aimed at UK residents

#### ADSENSE

#### CONTACT

Integritas Financial Planners Ltd  
A1 Optimum Business Park  
Optimum Road  
Swadlincote  
Derbyshire  
DE11 0WT

E: [enquiries@integritasfp.co.uk](mailto:enquiries@integritasfp.co.uk)  
T: [01283 777014](tel:+441283777014)

#### COMPANY INFORMATION

Registered as a Limited Company in England and Wales No: 08981673.

Integritas Financial Planners Ltd (FCA no. 623126) is an Appointed Representative of Baron & Grant Investment Management Limited (FCA no. 930300) which is Authorised and Regulated by the Financial Conduct Authority.

[![Vouched For Top Rated 2019 - 2024](https://www.integritasfp.co.uk/hubfs/Vouched%20For%20Top%20Rated%202019%20-%202024.png "Vouched For Top Rated 2019 - 2024")](https://www.vouchedfor.co.uk/firm/140-integritas-financial-planners-ltd?page=7)

- [Request Consultation](https://www.integritasfp.co.uk/book-a-meeting)
- [Privacy Policy](https://www.integritasfp.co.uk/privacy-policy)
- [Cookie Policy](https://www.integritasfp.co.uk/cookie-policy)
- [Contact Us](https://www.integritasfp.co.uk/contact-us)
- [Terms & Conditions](https://www.integritasfp.co.uk/resources/client-agreement/)
- [Services & Charges](https://www.integritasfp.co.uk/resources/client-agreement/-services-and-charges)
- [FAQs](https://www.integritasfp.co.uk/en-gb/faqs)

© Integritas Financial Planners Ltd, 2026

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