Integris Wealth

Independent Financial Adviser Integris Wealth Office, Chelmsford, Essex, CM15 8QA
First meeting at adviser's own cost
Response rating
9.7/10
FCA verified
10th December 2018
We believe in offering real value for money at a competitive fixed price.
We can advise you on
    • Wealth management
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Small business
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Employee benefits
    • Group income protection
    • EEA
    • Rest of world
Meet our advisers
Mark Watson
Director
Where to find us

Integris Wealth Office, Chelmsford, Essex, CM15 8QA

Contact us
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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    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

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

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