Integrated Financial Solutions Ltd
At Integrated Financial Solutions, we work as a team. As well as the relationship you have with your Independent Financial Planner, you will also have a team of experienced individuals working behind the scenes to help you to achieve your financial aspirations & goals. What makes us different is our attention to your goals and objectives, rather than selling you a product. Our focus is to have a relationship with our clients and not just a relationship with their money. All advisers can sell you a protection, pension plan or investment fund. Not all take the time and care to take into account all your financial goals and objectives. In order to live the fullest possible life we need to rely on our resources, and the obvious resource that people think about is money. Money is important to all of us because it can determine the standard of life that we lead, but it is not the only resource we need- time, and health (or energy) are also very important. We all know that we are going to run out of time, and there is a fair chance that we will run out of health before we run out of time, so your financial resources should be structured to make sure that you can maximise your time and your health. The overriding aim is to help people identify the things that are most important to them, and then help them arrange their financial affairs to maximise the chances of achieving their most important life goals whilst understanding and minimising the risk of running out of money. Financial Strategy should be developed from your Life Plan and it is this that drives the design, development, and maintenance of a financial plan. Integrated Financial Solutions is committed to help you integrate your three most valuable resources to help you maximise the quality of your life.
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- AA
Alexander Alderson
Independent Financial Adviser · Finance & Accounting
EmailPhone - AC
Amber Chisholme
Administrative Assistant · General Business & Management
EmailPhone - MW
Miranda Wood
Paraplanner · Finance & Accounting
EmailPhone - OB
Oliver Bailey
Paraplanner · Finance & Accounting
EmailPhone - OG
Oliver Griffith
Paraplanner · Finance & Accounting
EmailPhone
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Top roles at Integrated Financial Solutions Ltd
4 distinct titles indexed · top 4 shown.
- 3paraplanner
- 1administrative assistant
- 1independent financial adviser
- 1paraplanner junior
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