Life Goals. Planned Out.

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WELCOME

Established in early 2013, Integrity Wealth Solutions, is a fully independent and directly authorised financial advisory firm, specialising in Pensions, Investments, Protection and Inheritance Tax planning for private individuals, families, corporate clients, trusts and charities.

We put our clients’ needs first, and actively spend time getting to know you - our customer. It’s your money we are investing and your goals we are setting out to accomplish, so the better we understand your financial hopes and life goals, the better equipped we are to tailor a financial solution capable of delivering them.

Whether you dream of building a business empire that creates a lasting professional legacy, or sailing off into the sunset, careful financial planning and smart investments will help towards turning your dream into a reality.
We are proudly independent, meaning we can search the whole of the marketplace to find the best solution for you.
Our specialist consultants manage a variety of sizes of pension, investment and inheritance tax portfolios whilst using the most efficient tax wrappers available.

We also tailor suitable tax efficient protection policies for individuals, business owners and businesses. There is no limit to the size of the client portfolio we can advise on.

Integrity Wealth Solutions is part of the Brooks Macdonald Group which, through its various subsidiaries, provides leading wealth management services in the UK and internationally.

integrity at our core

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OUR SERVICES

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INVESTING

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RETIREMENT PLANNING

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ESTATE PLANNING

 

planning ahead

“Do you retire early and buy a boat? Allow us to model what that looks like for your finances...”

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TAX PLANNING

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PROTECTION

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CORPORATE PENSIONS

 
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