Having a financial planning partner that specialises in later life advisory is key to 55/Redefined and Integrity 365 demonstrate this with having SOLLA accredited advisers SOLLA (Society of Later Life Advisers) who are experts in pensions, trusts, estate planning and making the most of your income and savings to fulfil your life needs. Customer service is at the heart of everything they do and as a personal relationship managed firm, they strive to understand their customers in depth to provide best in class advice and build a long-term relationship between you and your adviser.
From the early days of pensions and ISAs to investments and lump sum decisions, through to retirement and later life planning, Integrity365 are here to support you through the key stages of your life with a holistic approach to financial planning.
"You can be assured that Integrity365 advisers have the expertise to best understand your individual needs and provide advice that is right for you and your family,” Integrity365 explain.
Wholly independent, Integrity365 have no prior arrangements in place with service providers or products. This means they always find the best solution for every client, and every client has their own tailored financial plan without influence.
Expert advice from SOLLA accredited advisers