Regular Reviews

Keep your financial plans on track. Update your lifetime cash flow plan, review your risk appetite and decide whether your existing financial plans are on track to achieve your objectives. We then give proactive, practical recommendations to improve your potential outcomes.

Regular Reviews

Look over your financial planning needs regularly. Your pensions, savings and protection plans need ongoing maintenance or attention to keep them on track. As your professional adviser, we strive to provide a proactive and valuable, lasting relationship. For investment work (including pensions), you can become a client of Fintegrity on an ongoing basis.

Independent Financial Advice

More about us

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Get a true picture of how your financial plans are doing.

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Find out whether your existing savings, pensions and investments will be worth enough to support you in the future.

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Model the effect of changes to your financial plans.

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Update and adapt your financial plans as your circumstances change.

“We give candid, impartial, effective, plain English financial advice.”

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Those who take financial advice are on average £47,000 better off than those that don’t

FT Adviser, November 2019

FAQ

Frequently Asked Questions

Why become a Precision client of Fintegrity?

As well as offering access to investments, pension and insurance solutions from across the market, the real value of working with an adviser is the long-term financial planning journey.

Academic evidence suggests that individuals who work with an adviser over the long term are better connected to their financial planning and enjoy a better standard of living in retirement.

What are the advantages of regularly working with a financial adviser?

Meeting with your adviser regularly will give you an edge over those who don’t. A regular review of your financial plans will include the following:

A regular schedule or ‘point in time’ check-up to assess your overall financial position.
A review of the performance of your plans coupled with an analysis of whether you’re on track to achieve your objectives.
Identify any gaps in your financial plans.
Assess things which might affect your financial future or the well-being of your dependents.
Provide an opportunity to check that you’re making the most of your tax breaks and allowances.
A thorough explanation of any legislative changes, how they might affect you, and how you might benefit from them.
A risk assessment to make sure your investments are suitable for you.

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