Integrity Wealth Solutions Ltd

Integrity Wealth Solutions Ltd

Financial Services United Kingdom 11 employees
Employees
11
Contacts
3
Emails
3

Integrity Wealth Solutions Ltd Overview

Headquarters
United Kingdom
Industry
Financial Services
Employees
11
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Integrity Wealth Solutions Ltd

Established in 2013, we are a fully independent and directly authorised financial advisory firm specialising in Pensions, Investments, Protection, Mortgages 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 Limited is authorised and regulated by the Financial Conduct Authority. FCA number 599257. Integrity Wealth Solutions Limited is registered in England and Wales. Registered number: 08462446. Registered address: Eliot Park Innovation Centre, 4 Barling Way, Nuneaton, CV10 7RH. Integrity Wealth Solutions Limited is a member of the Brooks Macdonald group of companies. More information about the Brooks Macdonald Group can be found at www.brooksmacdonald.com.

Integrity Wealth Solutions Ltd Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage

Integrity Wealth Solutions Ltd Org Chart

Sample employees and titles
Name Title Contact
Ginette Ellard Dippfs Compliance & Training Manager at Brooks Macdonald
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Patrick Oakman Independent Financial Consultant at Integrity Wealth Solutions Ltd
Email
James Inglis Independent Financial Planner at Brooks Financial
Email
Peter White Offering Bespoke Business and Taxation Advice. Call 07786064922 to See How I Can Help.
Email

Employees by Management Level

Individual contributor 6 profiles
Director 2 profiles
Associate / junior 2 profiles
VP / Head 1 profile
Manager 1 profile
Intern / trainee 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 2 2 0
Executive 2 2 0
General 1 1 0

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