Bespoke Financial Planning For Life
At Integrity Financial Planning, we help individuals, families, and small businesses take control of their financial future. Whether you're saving for retirement, planning for a major life event, or just looking to get your finances in order, we're here to guide you every step of the way.
Our personalised, jargon-free advice is designed to help you make confident, informed decisions — no matter where you are in life.
About us
Integrity Financial Planning is a small, independent financial planning firm built on trust, transparency, and long-term relationships. We take pride in offering tailored financial advice that’s as unique as our clients. Our team brings years of experience, a deep understanding of financial markets, and a passion for helping people succeed financially.
Helping you Plan for the Future
We offer an initial consultation free of charge to give you the opportunity to discuss your financial goals and priorities. This meeting allows us to understand what matters most to you, and how we can support you in working toward your objectives.
Our services fall under two main categories: Financial Planning and Financial Advice. Within these, we offer tailored support in the following areas:
Retirement Planning
Balancing your enjoyment of today with security for tomorrow is key. We help you plan a retirement that supports both.
Trusts
Trusts can be a valuable and reassuring way to pass on your wealth tax-efficiently, giving you confidence and control over where it will go.
Investments
Our investment planning focuses on helping you make the most of your assets and align your investments with your long-term goals.
Protection
Having the right protection in place can provide financial peace of mind for your loved ones during life’s most challenging times.
Long Term Care
We’re here to make care home finances easier, offering clear guidance to help you or your loved ones plan with confidence and peace of mind.
Tax Planning
With thoughtful planning, you can reduce the impact of tax on your income and estate and ensure you benefit more from your wealth.
We are committed to delivering the highest standard of financial advice and service, built on trust, professionalism, and long-term relationships. Your needs and goals are at the heart of everything we do, and we take pride in providing guidance that is both personal and practical.
As part of this commitment, we will always:
- Be open, honest, and transparent in all our dealings with you
- Act with integrity, putting your interests before our own
- Communicate clearly, promptly, and without unnecessary jargon, so you always feel informed and in control
For more details about how we work with clients, please refer to our Client Agreement.
Ready to get started?
Let’s talk about your financial future. Whether you have questions or you're ready to book a consultation, we’d love to hear from you.