Integritas Financial Planners Ltd

Independent Financial Adviser 6 Oaktree Business Park, Cadley Hill Road, Swadlincote, Derbyshire, DE11 9DJ
FCA verified
15th October 2018
Independent Financial Advice, based in Swadlincote serving the East Midlands
We can advise you on
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Mark Johnson APFS, Certs CII (MP & ER), BSc
Chartered Financial Planner
Where to find us

6 Oaktree Business Park, Cadley Hill Road, Swadlincote, Derbyshire, DE11 9DJ

About us

We provide Independent Financial Advice across the East Midlands covering Swadlincote, Burton upon Trent, Derby, Nottingham, Ashby de la Zouch, Loughborough, Leicester and surrounding areas. We provide tailored financial advice for people and businesses to help them achieve their dreams.

We can make a real difference to your future through our holistic approach to investment, retirement and tax planning advice. We offer an initial, free, discovery meeting which enables you to decide if we are the right financial planners for you and allows us to be sure we can add value to your situation.

Our services

The key areas on which we focus are: wealth management and investment planning; personal and business protection; tax planning; retirement planning and pensions. We will spend time understanding your goals and ambitions and work with you to ensure that you and your loved ones are protected and can look forward to the future with confidence

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

Integritas Financial Planners Ltd (FCA No: 623126) is an appointed representative of Tavistock Financial Limited which is authorised and regulated by the Financial Conduct Authority. FCA No: 563682

Auto-enrolment is regulated by The Pensions Regulator

Some aspects of Tax Planning are not regulated by the Financial Conduct Authority.

Some aspects of Inheritance Tax Planning is not regulated by the Financial Conduct Authority

NS&I products are not regulated by the Financial Conduct Authority.

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