Surrey Wealth has been established to assist individuals with their investments, pension and planning needs.

Integrity Wealth Planning was established to help individuals, families and businesses to achieve their financial goals.As a firm of truly independent financial advisers, we believe that this impartiality gives the best consistent outcomes for our clients every time.We value the relationship with our clients, with most becoming lifelong friends.If you would like a free initial meeting to explore how we could potentially help you, please visit www.integritywp.co.uk

Developing financial plans for private clients, trustees and corporates.Advising all aspects of personal tax, pension transfers, pension drawdown, SIPPs, SSAS’s, pension on divorce, investments portfolios, enterprise investment schemes (EIS) and venture capital trusts (VCT).Writing and presenting pension workshops for solicitors that are accredited by the Solicitors Regulated Authority (SRA) for continuous professional development (CPD).Preparing expert witness reports for solicitors and their clients on pension sharing on divorce.A FCA registered Pension Transfer Specialist advising on complex pension issues.An Inheritance Tax (IHT) specialist advising on discretionary and bare trusts, business property relief (BPR) investments, life cover and AIM portfolios.Assisting Deputies of the Court of Protection with lifetime cash-flow plans and financial advice. Giving specific consideration to Wells vrs Wells for investment strategies.Working closely with Private Client Solicitors and Trustees, developing investment and tax strategies for UK based trusts.Presenting to the Institute of Directors (IoD) on pensions, tax and investment strategies.