What We Do

When managing your money the key issues which Integra need to understand about your circumstances are:

Your attitude to risk

We ask you to complete one of our Risk Questionnaires which will help us understand whether you have a cautious or an adventurous attitude to risk, or somewhere in the middle.

Your timeframe

How long do you envisage investing for? So, for long term investing (eg. a pension) you might be prepared to take a little more risk than you would with money that you wish to access in say 4 – 5 years.

Your tax position

Maximising tax allowances when investing is important. You might be surprised by just how many people fail to utilise something as basic as their annual ISA allowance but, our understanding whether you are a basic or a higher rate tax payer is crucial.