Integritas Financial Planners Ltd

Independent Financial Adviser  6 Oaktree Business Park, Swadlincote, Derbyshire, DE11 9DJ
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FCA authorised
Last authorised 20th September 2021
Independent Financial Advice, based in Swadlincote serving the East Midlands
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 & 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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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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Accident & sickness
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Critical illness
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Healthcare
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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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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
Meet our advisers
MR Mark Johnson APFS, Certs CII (MP & ER), BSc
Chartered Financial Planner
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

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

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

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