Integris Wealth

Independent Financial Adviser Integris Wealth Office, Chelmsford, Essex, CM15 8QA

First meeting at adviser's own cost

Response rating

9.3/10

18th February 2019

We believe in offering real value for money at a competitive fixed price.

We can advise you on

Financial planning
- Wealth management
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Small business
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Business
- Employee benefits
- Group income protection
Expatriate finances
- EEA
- Rest of world

Meet our advisers

Mark Watson

Director

Qualifications & Accreditations Hide qualifications

Diploma In Financial Planning (CII)

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

AF4 - Investment Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

G10 - Taxation and Trusts (CII)

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

G60 - Pensions (CII)

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

K20 - Pensions Investment Options (CII)

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

K10 - Retirement Options (CII)

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

SV1 - Saving and Investment (CII)

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

Where to find us

Integris Wealth Office, Chelmsford, Essex, CM15 8QA

About us

Integris Wealth provides independent financial advice to individuals and companies. The business was set up to challenge the traditional way IFA businesses operate, as we felt that our industry needed to be more transparent, by offering clients real value for money.

We took the decision to charge fixed fee's for our services including ongoing advice and we will not charge a percentage of your assets. We operate a business model similar to solicitors and accountants so you will always know what its going to cost you before we do any work for you.

We believe that you have worked hard to earn your money and just because you have more, doesn't mean we should take more from you.

We have offices in the City of London and Essex. We are happy to travel anywhere to meet new clients and offer complete flexibility in everything we do.

Our services

We have 20 years experience in the financial services industry, having spent a number of those years working for some of the largest pension and investment companies. Our pension & investment expertise makes us stand out from our competitors, and this is the key to clients having a successful outcome from working with us.

We are also final salary pension specialists and can help clients review their old company pensions and will provide a full advice service.

We can also advise on all tax planning, including Inheritance tax.

Compliance

Integris Wealth, a trading name of Integris Wealth Limited, is an Appointed Representative of Blackstone Moregate Ltd, which is authorised and regulated by the Financial Conduct Authority. You can find us on the FCA register by clicking the link : https://register.fca.org.uk/ShPo_FirmDetailsPage?id=001b000003elRfWAAU

We can advise you on

Financial planning
- Wealth management
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Small business
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Business
- Employee benefits
- Group income protection
Expatriate finances
- EEA
- Rest of world

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Compliance

Contact options

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