Established in 2009, the team at Integrated Financial Solutions has many years’ experience providing practical financial planning advice to people, families and businesses primarily in Bristol, Bath, Gloucestershire and the surrounding area as well as a number of clients located all across the UK.
We provide advice across a wide range of services including investments, savings, pensions and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships. This is achieved by ensuring that we understand the individual needs of each client, and by implementing tailored financial plans and solutions to address those needs.
We also work with other trusted professionals within our industry that specialise in helping our clients arrange other aspects of financial planning and support such as:
- Mortgages (including lifetime mortgages and equity release)
- Commercial and personal finance
- Will writing and the arrangement of Lasting Power of Attorney
- Legal services
- Taxation & Accountancy services