Integrity Virtual Office Planning Limited

Our aim at Integrity is simple – we want to help you drive your business forward and improve your productivity. Integrity launched in 2012 after it became clear that most advisers were crying out for dedicated support. Most seemed to struggle to find the time to carry out research and analysis and prepare and produce quality suitability reports. This was hindering their business, affecting turnover and restricting the time they were spending with their clients. Integrity’s wide-ranging services are aimed at all financial advisers and mortgage and protection advisers – regardless of their network or status – and firms of all sizes in any part of the country. We provide the following types of services: Produce individually tailored suitability reports. Carry out research and analysis. Prepare key feature illustrations. Provide a full, bespoke paraplanning service. Carry out financial planning administration duties. Many other services such as compliance and fee reconciliation. We have experience working with independent financial advisers who are directly authorised and those from a wide range of networks. We have experience with many back office systems and will work with you to ensure that your advice processes are fully documented and compliant.