Integritas Wealth Partners - St Helier, Jersey

Address: Ground Floor, Integritas Wealth Partners, 13 Broad St, St Helier, Jersey JE2 3RR, Jersey.
Phone: 1534708830.
Website: integritaswealth.je.
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible toilet, Toilets.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 5/5.

Location of Integritas Wealth Partners

1534708830

Integritas Wealth Partners is a reputable financial planning firm located on the beautiful island of Jersey. Their ground floor office is situated at 13 Broad St, St Helier, Jersey JE2 3RR, making it easily accessible for clients. The company can be reached via telephone at 1534708830 or through their website, integritaswealth.je.

One of the primary specialties of Integritas Wealth Partners is financial planning. Their team of experienced professionals works closely with clients to create customized financial plans that cater to their unique needs and goals. They provide a wide range of services, including investment management, retirement planning, tax planning, and estate planning.

Integritas Wealth Partners understands that every client is different, and they take the time to get to know each one personally. This approach allows them to develop a deep understanding of their clients' financial situations, which in turn enables them to provide tailored advice and solutions.

In addition to their exceptional financial planning services, Integritas Wealth Partners also offers a wheelchair-accessible toilet and general toilets, making their office accessible and comfortable for all clients.

The company has received high praise from clients, with a total of 7 reviews on Google My Business and an average rating of 5/5. Client testimonials highlight the firm's expertise, professionalism, and commitment to providing personalized service.

If you're looking for a financial planning firm that truly cares about your financial well-being, look no further than Integritas Wealth Partners. Their team of experienced professionals is dedicated to helping you achieve your financial goals, and they have the knowledge and expertise to make it happen.

Don't wait to start planning for your financial future. Contact Integritas Wealth Partners today to schedule a consultation and take the first step towards financial success. Their team is ready and eager to help you achieve your financial goals through their personalized financial planning services. Visit their website at integritaswealth.je and take the first step towards a brighter financial future.

Reviews of Integritas Wealth Partners

Integritas Wealth Partners - St Helier, Jersey

Kenneth Smith

5/5

There are vulnerabilities in living and working in 3rd World countries, suddenly those pensions or investments become hard to realize at a time when needed most. I am deeply grateful to Integritas Wealth Partners for their intervention in releasing my UK pension after 6 long years of getting nowhere with the pension Co.. Without the determination, grit and perseverance of the Team at Integritas Wealth Partners I know that I would have never been able to access my pension out of the UK, despite appeals to the ombudsman for help. In these times of AI and cyber fraud, its essential to have human contact with someone you can trust. I have no hesitation in recommending this Co. unreservedly when a level of deep trust is necessary. My sincere thanks to the entire Team who supported a long and frustrating process.

DIETER Paland

5/5

Paul Alker provided comprehensive information and options to me when I requested assistance with a quite complex portfolio. He provided me with information in a very short period of time and clearly explained different scenarios relating to my investments. He made himself available to me at short notice and answered my questions thoroughly. I have no hesitation in recommending Paul with his expansive wealth of knowledge and experience as a Financial Planner.

Eunice Flageul

5/5

Marta was incredibly attentive and proactive in helping me to find a suitable mortgage as well as assisting in preparing my documents for the application process and made sure to keep me updated with the progress. I would highly recommend Integritas Wealth if you are in the process of finding a mortgage.

Ian Carter

5/5

I contacted Paul at Integritas Wealth Partners for some advice with a UK pension policy and was extremely pleased with the service.

The initial enquiry was responded to quickly by email and I received a telephone call back the following morning.

Paul's knowledge of UK pensions gave me a better understanding of the options available both now and when I reach retirement age.

I would certainly use Integritas Wealth Partners for Investment planning in the future.

Adrian Walsh (Musical Health)

5/5

I was given excellent advice about moving my pension to Jersey and the pitfalls and benefits of the options available to me. I spoke with the senior wealth partner Paul Alker and not only is the Knowledge in his chosen field self evident but also his passion for this work is something you don't see very often nowadays. More than just pensions and wealth management, I also found out they do things like mortgages and corporate financial planning.

Tracey Page

5/5

I would highly recommend Phil Legrand. His knowledge and patience are outstanding. His skills have helped reassure us that we are on the right path for our retirement.

Simon Gasston

5/5