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  11. Integrated Financial Solutions Ltd

Integrated Financial Solutions Ltd

Independent Financial Adviser  The Hayloft, Bristol, BS37 6NB
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FCA authorised
Last authorised 24th January 2022
Small enough to care. Big enough to deliver.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Shaun Chisholme Dip CII
IFA & Director
MR Shaun Miller Dip CII
IFA & Director
MR Michael Alderson Dip PFS
IFA & Managing Director
About us

Integrated Financial Solutions was started by Michael Alderson in 2009 and the company name was carefully chosen to reflect the aim of the business which is to offer an integrated approach to financial advice and service.

Our services

At Integrated Financial Solutions, we work as a team and that makes us very different to most Financial Planners or Wealth Managers. As well as the relationship you have with your Independent Financial Planner, you will also have a team of experienced individuals working behind the scenes to help you to achieve your financial aspirations & goals.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

The Hayloft, Church Lane, Old Sodbury, Bristol, BS37 6NB

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