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Meet The Team

Our team have been working in the financial services industry for over 25 years. We have extensive knowledge and experience to help you to achieve your financial goals. We all have one common objective which  is to give all our clients the best possible service.

Our Services

Pension Planning

Inheritance Tax Planning

Investment Advice

Individual Protection Advice

Retirement & Cashflow Planning

Tax Planning

School Fees Planning

Business & Shareholder Protection

Our Fees

We work on a 'fixed fee' basis and will always tell you in pounds and pence what our advice and services will cost you before you proceed. We do not charge a percentage of your assets as we want to take any financial incentive out of the advice process and offer full transparency at all times.

ABOUT US

Integris Wealth provides Independent Financial Advice to individuals and companies. The business was set up to challenge the traditional way IFA businesses operate, as we felt that our industry needed to be more transparent, by offering clients real value for money. We took the decision to charge  fixed fee's for our services  and we will not charge a percentage of your assets.  We operate a business model similar to solicitors and accountants so you will always know what its going to cost you before we do any work for you.

 

We believe that you have worked hard to earn your money and just because you have more, doesn't mean we should take more from you.

CONTACT US

London Office

9th Floor

30 Crown Place

London EC2A 4EB

Shenfield Office

104A Chelmsford Road

Shenfield

Essex CM15 8RL

Office Phone: 0203 882 1034

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Privacy Policy

 

Information you provide to us

Your privacy is important to us. By providing personal information such as your name and e-mail address via the forms on this website, you agree to us contacting you with regard to the information you request. Your personal information will be used solely by us. Under no circumstances will your personal informational be sold or used by any other organisation.

From time to time, we may include links in our e-mails to other web sites which we think may be of interest to you. Each email communication you receive from us will have the option to remove your e-mail address from our list.

Information we monitor about visitors

During the course of any visit to our site, the pages you see, along with a short text file called a 'cookie', are downloaded to your computer. Many websites do this, because cookies facilitate useful features such as the ability to identify whether a user has successfully logged into the site or to  find out whether the computer (and probably its user) has visited the website before.

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© 2019 Integris Wealth, a trading name of Integris Wealth Limited, is an Appointed Representative of Blackstone Moregate Ltd, which is authorised and regulated by the Financial Conduct Authority. FCA Registration No 459051.

 

Registered in England. Registered address: 9th Floor, 30 Crown Place, London EC2A 4EB. Registered No. 10579688

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