Welcome to the Integra Financial website… where we aim to keep you informed regarding matters that are relevant to your investments.
A great deal of financial commentary is unnecessarily complex so you will find we favour transparency and plain speaking. The section on investment process summarises how we actively manage your portfolio and we have included an explanation of your ‘wrap platform’ which you can also access from this site
There are also pertinent articles on issues such as attitude to risk, inheritance tax and the cost of social care. Finally, if you haven’t already done so, we strongly encourage you to sign-up for our monthly e-Bulletin service – keeping you up to date with world events and market changes which have a direct impact on your portfolio.
Of course, the Integra service is first and foremost a personal one and you are always welcome to get in touch to discuss any financial matter.
Informative and Insightful
We believe investing is for the long term, so it makes sense to start with a firm foundation.
An insight into how Integra Financial assesses your expectations and your attitude to risk to allocate funds.
Understanding the Transact wrap service and how it benefits your financial portfolio.
