Integral Financial Planning Limited

Independent Financial Adviser 1 Aire Street, West Yorkshire, Leeds, LS1 4PR
FCA verified
15th July 2019
We turn pension and investment jargon into English and keep your retirement plan on track.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
Meet our advisers
adviser-person
Stephen Groves
Chartered Financial Planner
Where to find us

1 Aire Street, West Yorkshire, Leeds, LS1 4PR

About us

We are a Chartered Financial Planning company and Yorkshire's pension and investment specialists. We seek to help you understand the complex world of investing and retirement planning so you can make informed choices with your money.

Our services

Our first meeting is at no cost and during this we aim to help you understand your existing pensions and investments and the pros and cons of options available to you. If we both feel we can work together we will put a proposal forward and create our intial lifetime cash flow plan.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£0
Compliance

Integral Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority No. 742957

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