DOES THIS SOUND FAMILIAR?


  • You have multiple pension pots from a range of different jobs throughout your career, but most of them are dormant
  • You’re looking to realise the benefits of your pension before you reach retirement

SECURE YOUR RETIREMENT

You need to seek advice before you can transfer a  pension with safeguarded benefits over £30,000.

IMPROVE YOUR RETURNS

Leaving cash sitting in stagnant pension funds could be costing you dearly.
 

GET YOUR PENSION WORKING

Your pension can start working for you years before you retire.

WE WILL HELP YOU REACH YOUR FINANCIAL GOALS

At Integritas Financial Planners, we specialise in helping individuals and small to medium-sized businesses to achieve their goals through holistic financial planning and support. Pension legislation often changes, but our expertise in this field will help you navigate through complex regulations, while our independence will help you to find the best blend of pension products to suit your individual financial circumstances and aspirations.

This means we will:

  • Conduct a review of your current financial circumstances, and understand your long-term goals
  • Identify and recommend the best course of action to help you achieve your aspirations
  • Implement plans that we agree on your behalf and continually review progress

"I found Mark to be very professional, friendly and easy to talk to. The financial advice he provided gave me the opportunity to make a balanced and informed decision in regards to my pension needs with respect to my impending retirement."

Peter
Belper, Derbyshire, UK

The Integritas Financial Planning Process

At Integritas, we take the time to understand your financial goals – and work with you to attain them. We do this using a five-step process:

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

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Client Testimonials

“Having provided Mark with details of our circumstances, he explained our options – in ‘simple’ language and advised us how to proceed which matched exactly our lifestyle and expectations. We have recommended Mark to our friends and we all agree that he tailors-makes financial planning to suit the individual.”

Susan
Berkshire

"We needed to consolidate pensions and monies into a managed portfolio for our retirement. Mark facilitated the consolidation, showed us how money and assets could be used via detailed spreadsheets. Our retirement plan starts later this year and we can’t wait."

Russell
Swadlincote, Derbyshire

“Mark dealt with a very difficult pension provider and obtained a very favourable result for me. Now that I’m retired, the outcome has been exactly as I had hoped despite the attitude of the pension provider. I am not able to think of anything which Mark could have done better – he spent the necessary time and effort in pursuing the matter to a very successful conclusion.”

Keith
Hertfordshire

“Getting the most from our investments is what we all look for, but it can be a world of uncertainty and apprehension. Marks professional and assured explanations and advice have guided us through to the best options available for our personal circumstances, engendering the high level of surety we were looking for. Mark exudes a confidence and obvious ability to engage with clients at all levels of understanding and requirements.”

John
Staffordshire

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