Integrity Asset

Our Vision

Integrity Asset Management Limited empowers individuals in their later years to navigate the complexities of wealth management, ensuring financial security and peace of mind.

Who We Are

Established in Edinburgh and regulated by the Financial Conduct Authority (FCA), we are an independent financial planning firm serving clients throughout the UK. We work in partnership with our clients and other professionals to provide tailored solutions that address their unique needs and aspirations.

Our Approach

We believe in building strong, lasting relationships with our clients. Our approach is underpinned by:

• Honesty: We prioritize transparency and clear communication throughout the process.
• Reliability: We are committed to providing consistent, dependable guidance and support.
• Service: We go above and beyond to understand your individual circumstances and deliver solutions that align with your needs.

1. Investment Planning

• Regular investment management to build and preserve wealth.
• Specialist advice for Deputies, Attorneys, and Trustees.
• Pre- and post-retirement pension vesting guidance for retail clients.

2. Pension Planning

• Comprehensive analysis of your pension options and strategies to maximise your benefits.
• Pension transfer advice and guidance on navigating the complex regulations.

3. Wealth Management

• Comprehensive financial planning covering all aspects of your financial life.
• Goal-setting and financial planning to achieve your financial aspirations.

4. Protection Planning

• Risk assessment and strategies to safeguard your wealth from unexpected events.

Our Commitment

We believe in fostering long-term relationships with our clients. Our dedicated team is committed to providing ongoing support and guidance throughout your financial journey. We are here to answer your questions, address your concerns, and help you achieve your financial goals.

Contact Us

To discuss your individual needs and explore how Integrity Asset Management Limited can help you achieve financial security in your later years, please feel free to contact us.