Investment Retirement Mortgages Healthcare Protection Corporate
Find out how we can help you
find the right protection plan

Corporate Advice

We provide a comprehensive planning service designed to meet the distinct and changing needs of you and your business. We understand that having a sound financial plan is vital to the success and growth of your business, and to your own personal wealth and security.

We advise employers about how to create the most suitable employee benefits package, including staff pensions, flexible benefits packages, shareholder and key person assurance and protection for employees against premature death or long-term illness.

We also assess and recommend planning actions that can be taken to enhance and protect the personal affairs of directors, senior executives and employees.

We provide:

Comprehensive planning service
Corporate financial planning reviews and advice
Directors’ pensions and Small Self-Administered Schemes
Shareholder protection and key person insurance
Employee benefits

contact us today for more details on how we can help your company

open quote I have dealt with Integrity for a number of years and entrusted them with the management of my Investments, Insurance Policies and Mortgages and in addition with the provision and management of benefits packages for various business that I have run. To this date I have found them to be unfailingly proactive, efficient, innovative, good to work with and capable of producing recommendations that lead to outperformance of their competition. Having been through a number of IFA’s and advisors in the preceding years, I can now say that I have found a ‘happy home’ and I have no intention of moving on. I highly recommend the services of Integrity Financial Management on all levels. close quote

Simon Ognall