Integris WealthCertificate of Excellence 2019
London, 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.
Integris Wealth Reviews
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.
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