Integrity Wealth Management is an established and respected independent financial adviser based in Cheshire North West England. With over 29 years of financial industry experience, we are dedicated to providing our clients nationwide with professional and sound advice on a range of matters including life insurance, income protection insurance, pensions and more.
Client relationships are our number one priority, over the years we have given our financial advice to a range of individuals under 30 and over 50, as well as a few companies. We base our success on three core principles: integrity, professionalism and impartiality, if we don't think we can adhere to your financial needs, we will be honest.
Client relationships are our number one priority, over the years we have given our financial advice to a range of individuals under 30 and over 50, as well as a few companies. We base our success on three core principles: integrity, professionalism and impartiality, if we don't think we can adhere to your financial needs, we will be honest.
Services
Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. I have worked in Financial Services in various client facing roles for 38 years and am a member of the Personal Finance Society with the appropriate Statement of Professional Standing.
This section contains miscellaneous & general financial information that you may find useful when dealing with certain life events. This document contains a short explanation of Capital Gains Tax, the allowances available in the 2021/22 tax year, and how you can use it in your year end tax planning.
Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment. You should seek advice appropriate to your specific circumstances prior to making any decisions. The value of your investments can go down as well as up, so you could get back less than you invested.
It's important to plan ahead for your retirement. Here, we explain why pension planning is so critical, and describe some of the options available to you. This information is intended only as guidance. For advice on your specific circumstances, please get in touch. A pension is a long-term investment.
The cost of insurance, particularly life insurance has fallen over recent years, whilst the quality of cover has in many cases increased. With this in mind, it makes sense to periodically review your cover with the help of a professional financial adviser. This section provides helpful information on the different types of protection product available.
Reviews (7)
Emma-Jayne Standeven
Jul 16, 2019
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Peter is so passionate about what he does and this is evident from the moment you start a conversation with him! This passion tells me he has experience, knowledge and mpst importantly, my best interests at heart. A very professional experience with a subject which is often taboo and difficult to speak about. I highly recommend Peter.
Clive Hornsby
Nov 28, 2015
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Peter was of great help to my family by reviewing all our old life policies, investments and pensions, then advising us on the best course of action to get a better return and to cut costs.
This removed that nagging feeling that I needed to do something, which was always a tomorrow task, that was never going to happen. Peter gave us great advice and I have peace of mind :-)
This removed that nagging feeling that I needed to do something, which was always a tomorrow task, that was never going to happen. Peter gave us great advice and I have peace of mind :-)
Peter Allman
Nov 22, 2015
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Huw Sayer
Nov 20, 2015
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Joanne Houghton
Sep 17, 2015
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Lizzie Stewart
Aug 16, 2015
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My life is changed for the better because of Peter French. I was initially skeptical of taking financial advice. I was in my middle years and thought it was too late to make changes and or save for my future. However, and happily for me, Peter was not only patient and understanding of my concerns, he was persistent in encouraging me to get my affairs in order. His advice was excellent and I now enjoy a retirement which would be a lot less comfortable, had I not taken his advice. I will be eternally grateful for his tenaciousness on my behalf. Thank you.
Sharon Jones
Jul 21, 2015
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