Integritas Wealth Partners
Financial Services
7be, Channel Islands, Je
9 employees
- Employees
- 9
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Integritas Wealth Partners Overview
- Headquarters
- 7be, Channel Islands, Je
- Website
- integritaswealth.je
- Industry
- Financial Services
- Employees
- 9
- Founded
- 2017
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Integritas Wealth Partners
Wealth management and financial planning specialists serving individuals, families and businesses in Jersey. Based in the heart of St Helier, Integritas Wealth Partners provides bespoke wealth management services. The term “Partners” refers to how we work with you to help you meet your financial goals, while developing an understanding of what is important to you, your values and your aspirations. We are focused on developing long-term relationships based on trust and integrity and take pride in placing our clients' best interests at the forefront of everything we do. Integritas is committed to setting high professional standards and places strong emphasis on ensuring that industry knowledge remains relevant and current. Advisers of Integritas are experienced wealth management professionals, having worked at leading global financial institutions, and regularly contribute to local professional bodies’ CPD programmes. Integritas Wealth Partners is also an appointed adviser of St. James’s Place International, part of the award-winning St. James’s Place Wealth Management Group, a new and exciting development that allows us to be able to advise you in relation to certain St. James’s Place International Products that are usually only available in the UK through members of the St. James’s Place Partnership. The combination of market-leading solutions and local expertise with a deep understanding of our clients’ needs provides the strength and flexibility in this ever-changing industry. Integritas aspires to be a leader in contributing to the local community: In 2021 the Partners and employees of Integritas selected Healing Waves and Jersey Women’s Refuge as our joint Charities of the Year. Integritas Wealth Partners is regulated by the Jersey Financial Services Commission – Incorporated in Jersey, Company No. 123205
Integritas Wealth Partners Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Integritas Wealth Partners Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Peter Charalambous | COO - Non-executive Director |
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| Paul Alker, Chartered Financial Planner, Apfs Fcsi Tep | Senior Wealth Partner at Integritas | Jersey |
Email
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| Richard Gomersall | Senior Wealth Partner ➤ Investment |
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| Edward Loader | Managing Director at Integritas Wealth | St. Helier, Jersey |
Email
Phone
|
Employees by Management Level
Senior / Lead
2 profiles
Individual contributor
2 profiles
Executive
1 profile
Director
1 profile
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 2 | 2 | 1 |
| General | 1 | 1 | 0 |
| Operations | 1 | 1 | 0 |
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