Experience

Integritas Financial Planners Ltd

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Managing Director

  • Apr 2014 - Present

  Integritas Financial Planners was set up to advise Individuals and SMEs across the East Midlands. Our aim is to NURTURE their financial planning, GROW their investments in order to achieve their goals and PROTECT them, their loved ones and their businesses. I have worked in financial services since 2003. Most of my career having been spent in London, the country's financial capital, where I worked with high net worth individuals and businesses. In setting up Integritas I am looking to bring that valuable expertise back to my home region and deliver financial planning in clear and simple terms.My roles within the business include:Client Management | Lead Generation | Budgeting | Cash Flow Analysis | Marketing | Networking | Advice Process Management | Model Portfolio Construction | Administration Management | Paraplanning Management Integritas Financial Planners LtdNurture | Grow | ProtectIntegritas Financial Planners Ltd is an appointed representative of The Tavistock PartnershipLimited which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales, Company number 8981673. Show less

• Chartered Financial Planner

  • May 2014 - Present

  Integritas Financial Planners is Independent and works with individuals and small to medium sized businesses (SMEs) across the East Midlands, delivering holistic planning and support to help them reach their goals.When advising my clients I take the time to build up a clear picture of their personal circumstances and financial situations first, whilst allowing them the opportunity to assess whether I am the right Financial Planner for them.On establishing a client’s Financial Goals I help to build a suitable Financial Planning Strategy. To do this I consider the following areas of advice:Attitude to Risk | Capacity for Loss | Wealth Management | Investment Planning | Asset Allocation | Tax Planning | Pre-Retirement Pension Advice | Post-Retirement Pension Planning | Estate Planning | Inheritance Trusts | Cash Flow Modelling | Personal Protection | Business Protection | Pensions for Directors | Risk Rated Model Portfolios | Passive Portfolios | Active Fund Management | School / University Fees | Auto-Enrolment | Employee Benefits.Warnings:Some aspects of trusts and inheritance Tax Planning are not regulated by the FCA.Auto Enrolment is regulated by the Pensions RegulatorVCT and EIS are higher risk long term investments designed for sophisticated investors who understand the risks and have the capacity to sustain any lossesIntegritas Financial Planners Ltd is an appointed representative of The Tavistock Partnership Limited which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales, Company number 8981673. Show less


Baron & Grant Investment Management Ltd.
• Chartered Financial Planner

  • Jan 2021 - Present