Integrity Wealth Management

Independent Financial Adviser  34 Hesketh Croft, Cheshire, Crewe, CW1 4RY
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FCA authorised
Last authorised 3rd May 2021
You don't have to be a millionaire to be treated like one.
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 & divorce
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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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Socially responsible investments
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Traded endowment policies
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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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Large business
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Life insurance
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Payment protection insurance
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Small business
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Long term care
Meet our advisers
MR Peter French
About us

I have worked in Financial Services in various client facing roles for 35 years and am a member of the Personal Finance Society with the required Statement of Professional Standing. This requires a minimum standard of continuous professional development ensuring my advice remains current in the ever changing world of financial services.

I am proud to offer independent financial advice from the whole of market rather than being tied to certain companies/products and aim to offer excellent customer service and professional advice to create long term client relationships.

With over 26 years' experience as a Financial Adviser I am able to offer a wealth of knowledge and expertise including advice on Retirement Planning, Trust and Estate Planning, Investment and Savings and Family/Mortgage Protection.

As a potential client you can look forward to a relaxed initial face-to-face meeting at a place of your convenience which will be at my expense.

I will always advise in the clients’ best interest and will not undertake any work that work that would compromise this. For example I have recently declined to implement a solution requested by a client that, following discussion, we agreed was not cost-effective.

Our services

I’m currently very interested in talking to small investors who have small/medium amounts of savings that they have had for more than 2 years that are getting (virtually) no interest and that they don’t have an immediate need for.

Using the planning and advice facility of our personal finance portal they can self-invest into a portfolio of different types of asset, broken down according to their own attitude to risk, with no upfront product or adviser charges and only a small on-going annual charge.

This is a straightforward and affordable way to invest into an ISA or investment account.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Face to face

34 Hesketh Croft, Leighton, Cheshire, Crewe, CW1 4RY

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