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Integra Financial is committed to adding value to your financial arrangements

Annual Review: How Integra Financial Get Paid

Integra Financial is not a traditional financial adviser, either in the way that we operate, or in the way that we are remunerated.

We are not commission based, nor are we linked to any product provider or life insurance company. Therefore, we are truly independent and can offer whole-of-market solutions, as opposed to selecting from a preferred pool of products.

In return for this specialist management service, we charge a fixed annual management fee, equivalent to 1% of the assets which we are managing on your behalf. This is paid monthly from the cash element of your portfolio. It is that simple and that transparent.

Within the 1% Integra annual management charge, we will provide you with advice on additional financial matters, such as inheritance tax planning, wills, individual and family protection.

As our own income is directly linked to the value of our clients' portfolios it is in everyone’s interests that we work together as a genuine partnership.

The Financial Conduct Authority does not regulate some products such as Will Services.

 

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Integra Financial Services Limited is authorised and regulated by the Financial Conduct Authority (FRN 612749).
Registered in England & Wales at 1 Summerwood, Charters Road, Sunningdale, Ascot, Berkshire, SL5 9SQ. Company Registered Number - 6390466