Integris Wealth

Integris Wealth

Integris Wealth is a verified pro service provider Certificate of Excellence 2019

Integris Wealth locationLondon, London

(3 Reviews)

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 provide fully independent advice and will only recommend the best products and investments from the whole market. We can help you with pensions, investments, family and business protection, as well as a full range of tax planning services including inheritance tax planning. We are also final salary pension specialists and are qualified to advise you on your old company pension plans.

  • 35 minutes average response time
Integris Wealth Reviews

Integris Wealth Reviews

Review of Integris Wealth by Tom
5 13/03/2017 Tom

I have known Mark for over 20 years and always turn to him for financial advice even before he became a financial adviser. He has all the knowledge and experience having worked in the financial industry since university, and I will continue to call on him for my future advice.

I will happily refer Mark to anybody I know as he is honest, trustworthy and professional.

Review of Integris Wealth by Steve
5 13/03/2017 Steve

I was introduced to Mark by a mutual friend, as I needed my pensions reviewed as I have spent a long time working overseas and moved back to the UK.

Mark initially reviewed all my pensions at no charge, and explained what my options were and how much it would cost for him to do the work.

He was honest and professional and I had a lot of trust in him straight away. What impressed me the most was his investment knowledge and experience and as I still have 17 years until I retire I needed somebody to help me boast my pension pot. I would have no hesitation in referring Mark to others who need help with their pensions and investments.

Review of Integris Wealth by James Walters
5 13/03/2017 James Walters

Mark came to see me to review my pensions and life cover. I had a number of different pensions from previous jobs and he sorted them out for me. He is also going to look after the investments for me ongoing.

He also reviewed my life cover and arranged for me to take out extra cover to protect my family, as I now have children and he explained how important it is to have enough cover to look after them if anything should happen to me.

Mark was very friendly and knowledgable, and kept it all very easy to understand, which was great as I have no understanding of these things, and needed somebody who did. I would recommend Mark to anyone who needs a financial adviser.

Integris Wealth

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Integris Wealth Q&A

Integris Wealth Q&A

What do you love most about your job?

Helping people to become more financially secure and achieve their goals. There is nothing better than seeing somebody really happy with what you have done for them, and it makes you feel good that you have made a difference to their lives.

What inspired you to start your own business?

My two young boys who are age 4 and 7. I want to build a business that when they are older they may want to join and eventually take over, and for them to feel proud of what I have achieved.

Why should our clients choose you?

I have 19 years experience working in financial services, and feel that I have the right level of knowledge to really make a difference to my clients, whilst still being young enough to help them throughout their working lives and into retirement. I want to build long lasting relationships with my clients and their families, and be seen as somebody they respect and trust. If I can achieve these objectives then I will view my business as a success, and hopefully I can make some money to look after my own family along the way.

Integris Wealth on Twitter

  • 35 minutes average response time

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