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Understanding finance
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Integra offers all clients an annual review of their portfolios, a key part of our ongoing service commitment

What We Do: Overview

This website is designed to assist you in Understanding Finance.

You can see how we go about the business of managing your money, by clicking on whichever section you wish to know more about.

You can also log onto your Transact account by clicking here.

Visitors to this site who are not yet clients of Integra Financial can discover how we provide financial advice, before arranging a meeting.

Four key areas within the site.There are FOUR KEY areas within this site, providing a detailed overview of our advice process. We suggest you begin with Asset Allocation then move to Fund Selection then on to The Wrap Account and finally the Annual Review which is when we re-visit your portfolio to ensure it continues to meet all your financial objectives.

You will also find various useful links within the Information Centre.

 

Asset tv
Watch fund manager videos for free here ...
Pension calculator
Work out your potential retirement income using this handy tool ...
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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