About Us
Integris Wealth is a boutique independent financial advisory business focused on delivering an exceptional client experience. We offer services to both individuals and businesses for all their financial planning needs including pensions, investments and tax planning. Being fully independent means we can offer access to all the best products and services from the whole market and will undertake all the research on your behalf.
We offer a very simple and transparent fee structure for our services. What makes us different is that we do not charge a percentage of your assets, but simply an ongoing fixed fee.
Above all, we strive to deliver a fantastic service aligned to the interests of our clients by focusing on our core principles in everything we do.
We believe in offering our clients value for money and a professional service at a fixed price.
Integris Wealth
Core Principles
Our business can only succeed if we have satisfied clients who refer us to friends and family. This is only possible if we build long lasting relationships with trust and integrity at the heart of everything we do.
We put our clients first and want to understand what is important to you.
We let you decide on what level of ongoing service you want.
We provide impartial and independent financial planning advice
We promise to always be transparent on fees and charges