Integrity Wealth Solutions Ltd

About

Established in 2013, we are a fully independent and directly authorised financial advisory firm specialising in Pensions, Investments, Protection, Mortgages and Inheritance Tax planning for private individuals, families, corporate clients, trusts and charities.

We put our clients' needs first, and actively spend time getting to know you - our customer. It's your money we are investing and your goals we are setting out to accomplish, so the better we understand your financial hopes and life goals, the better equipped we are to tailor a financial solution capable of delivering them.

Whether you dream of building a business empire that creates a lasting professional legacy, or sailing off into the sunset, careful financial planning and smart investments will help towards turning your dream into a reality.
We are proudly independent, meaning we can search the whole of the marketplace to find the best solution for you.

Our specialist consultants manage a variety of sizes of pension, investment and inheritance tax portfolios whilst using the most efficient tax wrappers available.

We also tailor suitable tax efficient protection policies for individuals, business owners and businesses. There is no limit to the size of the client portfolio we can advise on.

Integrity Wealth Solutions Limited is authorised and regulated by the Financial Conduct Authority. FCA number 599257. Integrity Wealth Solutions Limited is registered in England and Wales. Registered number: 08462446. Registered address: Eliot Park Innovation Centre, 4 Barling Way, Nuneaton, CV10 7RH.
Integrity Wealth Solutions Limited is a member of the Brooks Macdonald group of companies. More information about the Brooks Macdonald Group can be found at www.brooksmacdonald.com.

Keywords

employee benefits retirement planning, mortgages, personal business protection, tax mitigation, cashflow modelling, retirement planning, iht planning, estate planning, investment savings

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