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.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
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.
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
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.
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.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
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.
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.
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