We provide advice across a wide range of financial services with a particular focus on clients nearing or in retirement looking to maximise their income from pensions and investments.
Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Pensions are designed to enable you to save sufficient money during your working life to provide an income stream for you to live comfortably after you have retired.
We can help you to build a suitable investment strategy to make your money work harder and in as tax-efficient a way as possible.
There’s a lot to think about when you take out a mortgage. It’s usually the biggest financial commitment you will take on, so getting advice really helps.
Most of us are probably aware that there are policies available that provide life insurance, protect us in the event of a critical illness, or pay out if we had an accident or illness which stopped us from working.
The good news is that we’re all living longer, which means that those reaching 65 today might easily expect to spend 20 plus years in retirement.
Auto enrolment is a government initiative to help people save for later life through a workplace pension.
Inheritance Tax (IHT) is payable if a person’s estate, including their property, money and possessions is worth more than the IHT threshold when they die.
Whether you rent or own your home, you need to consider which type of insurance you need.
To find out more, please call us on 01249 720462 or email us at enquiries@integritypi.co.uk