01372 897570
We are an Independent Financial Advice firm providing impartial financial advice to clients throughout London and the South of England.
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Integrity Wealth Planning Ltd was founded in 2015 to be able to place the client at the heart of everything our advisers do and to provide independent financial advice with integrity.
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Our advisers are fully qualified and are not paid according to sales targets, this means our advice is truly impartial and independent.
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Our initial meeting is also free and without any obligation.
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We will discuss the costs involved for you at the outset and always provide this to you in writing.
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We can meet and work with you in a way that suits you best:
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..... Face to Face at your home
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..... Face to Face at our offices or another convenient location for you
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..... Remotely online via Zoom / Teams
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..... Remotely via email, post, telephone
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We are members of the Personal Finance Society
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This means that we follow the principles and code of ethics of the Personal Finance Society which ensures that we act with the highest ethical standards and integrity.
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We are members of the Equity Release Council.
This means that we follow the high standards of conduct and practice in the provision of and advice on equity release, which have consumer safeguards at its heart.
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For our compliance, we engage with Paradigm Partners
Paradigm are a leading supporter of directly authorised firms in the UK, with some 424 Firms as at September 2022 - ensuring Integrity Wealth Planning is built on a solid compliance platform.
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Should you have cause to complain, please email us, write to us or telephone us as follows:
Complaints Manager
Integrity Wealth Planning Ltd
Thorncroft Manor,
Thorncroft Drive,
Leatherhead,
Surrey,
KT22 8JB
Tel: 01372 897570
Email: enquiries@integritywp.co.uk
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request.
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If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service, which can be contacted as follows:
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The Financial Ombudsman Service
Exchange Tower
London E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123
www.financial-ombudsman.org.uk
Address: Thorncroft Manor, Thorncroft Drive, Leatherhead, Surrey, KT22 8JB
Phone: 01372 897570
Email: enquiries@integritywp.co.uk
Business Hours: Monday to Thursday: 9am to 5pm and Friday 9am - 1pm
Integrity Wealth Planning Ltd is authorised and regulated by the Financial Conduct Authority and is registered in England & Wales no 9386475. Integrity Wealth Planning Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 706509. The Financial Conduct Authority does not regulate Will writing, taxation, trust advice and some forms of buy-to-let mortgages. The guidance and/or advice contained within this website is subject to the UK Regulatory regime, and is therefore targeted at consumers based in the UK. A Mortgage is secured against your home, it could be repossessed if you do not keep up the mortgage repayments.
