Integritas Financial Planners Ltd
Integritas Financial Planners Ltd is a financial services company located in Swadlincote, England. They specialize in investment services and provide expert financial planning advice to their clients. With a commitment to integrity and professionalism, Integritas Financial Planners Ltd is dedicated to helping their clients achieve their financial goals.
Introduction to Integritas Financial Planners Ltd
Integritas Financial Planners Ltd is a UK-based investment and financial service provider that has been in operation for over 10 years. The company's primary goal is to help clients achieve their long-term financial goals by providing personalized financial planning services. What sets Integritas apart from other financial planning firms is their commitment to transparency, honesty, and integrity.Services & products
Integritas Financial Planners Ltd offers a wide range of investment and financial planning services to their clients. Some of the services include retirement planning, estate planning, tax planning, and investment management. The company also provides customized investment portfolios for their clients based on their individual needs and goals.Location
Integritas Financial Planners Ltd is located in the A1 Optimum Business Park in Swadlincote, England. The business park is home to a variety of businesses, including manufacturing companies and technology firms. The area is easily accessible by public transportation, with the closest bus stop being just a 5-minute walk away. The Swadlincote bus station is also nearby, just a 10-minute drive from the business park.Benefits
Integritas Financial Planners Ltd stands out from other financial planning firms due to their commitment to transparency and integrity. They take the time to understand their clients' individual needs and financial goals, and work with them to create a customized investment portfolio that aligns with their objectives. Additionally, the company provides ongoing support and guidance to ensure their clients stay on track to achieve their long-term financial goals.Good to know
Clients should be aware that Integritas Financial Planners Ltd is a fee-based financial planning firm, meaning they charge a fee for their services rather than a commission on investments. This helps ensure that the company's interests are aligned with their clients' interests, as they do not receive any financial incentives for recommending specific investment products.Reviews
Customers have consistently praised Integritas Financial Planners Ltd for their personalized approach to financial planning and their commitment to transparency and integrity. Many clients have stated that they feel more confident and in control of their financial future after working with the company.FAQ
What types of investment products do you offer?
At Integritas Financial Planners Ltd, we offer a range of investment products, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and more. Our team of experienced financial planners will work with you to determine which products align with your investment goals and risk tolerance.What is your minimum investment amount?
Our minimum investment amount varies depending on the type of investment product and the specific needs of the client. We understand that every client is unique, so we work with each individual to determine their investment goals and find a solution that fits within their budget.What fees do you charge for your services, and how are they calculated?
Our fees are transparent and depend on the specific services provided. We charge a percentage of assets under management, which is typically between 0.5% and 2% per year. Our fees are calculated based on the size of the portfolio we manage, so clients can rest assured that they are only paying for the services they use.Can you provide examples of past performance for your investment portfolios?
We are proud of the strong track record of our investment portfolios, but we cannot guarantee future performance. We encourage clients to review our historical performance data and consult with their financial planner to determine whether our investment strategies are right for them.How do you develop an investment strategy for your clients?
At Integritas Financial Planners Ltd, we take a holistic approach to financial planning. We work with each client to understand their unique financial situation, goals, and risk tolerance before developing a personalized investment strategy. Our team of experienced financial planners uses a wide range of analytical tools and industry research to develop investment strategies that are tailored to each client's needs.Reviews
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Brian Taylor
Positive: Professionalism, Quality, Responsiveness, Value
26-11-2022
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Graham Middlebrook
Positive: Responsiveness
26-05-2022
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Jayne Shirey
Positive: Professionalism
26-05-2021
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Pav Panesar
Positive: Professionalism, Quality, Responsiveness
26-05-2021
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Si Astill
These guys have been very helpful and spot on in many respects in managing my finances now and I'm sure going forward. I recommend them highly.
26-05-2021
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Tom Barton
Positive: Professionalism, Quality, Responsiveness, Value
26-05-2021
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Isobel Candy
We rate Mark and his team very highly. Mark has provided financial advice on pensions, investments and mortgage to us for over 10 years and was particularly helpful and insightful leading up to Brexit. He is also extremely helpful with additional family financial advice pointing us in the right direction with regards to investing for our children We would recommend Mark without hesitation. Isobel and Richard
26-05-2021
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Kathryn Schlieben
We have been working with Integritas since its inception and with its MD, Mark Johnson, for a number of years prior. Integritas has helped us achieve our financial goals through gaining a deep understanding of the driving factors of our decisions and reexamination of our goals during various life changes such as moving house, changing jobs, building a family, etc. Mark specifically has a straightforward and factual approach to steering our investments and has helped us think through our choices with expert guidance.
26-05-2021
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Lee Byford
Positive: Professionalism, Quality, Responsiveness, Value
26-05-2021
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Anne Wilding
We first contacted Mark about five years ago for financial advice and have never regretted it! He has a friendly professional manner. His advice is sound and his clear explanation makes it easy to understand. The team has grown over that time and all those we’ve dealt with have always been friendly and helpful. Thoroughly recommend him.
26-05-2021
