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Integrity365 Independent Financial Advisers providing trusted financial advice to individuals, families, business owners and corporate organisations throughout the UK.

🌟 Finalist Spotlight 🌟Integrity365 is celebrating seven finalist positions at the Professional Adviser Women in Financia...
13/10/2026

🌟 Finalist Spotlight 🌟

Integrity365 is celebrating seven finalist positions at the Professional Adviser Women in Financial Advice Awards 2026, reflecting the incredible talent, expertise and dedication throughout the Integrity365 team.

Amongst this year's shortlist is Chartered Financial Planner, Esther Clemmey APFS.

As a finalist in the ‘Financial Adviser of the Year – South East’ category, Esther’s recognition follows an exceptional first year with Integrity365.

Since joining the business in 2025, Esther has made a significant impact, expanding our Financial Advice for Farmers proposition while building a strong and growing client base. Her technical expertise, client-focused approach and commitment to raising awareness of financial advice have helped her establish herself as a visible, trusted voice within the industry.

Congratulations to all of our finalists and best of luck for the awards ceremony on 4th November - less than one month to go!

Read more here: https://www.integrity365.co.uk/integrity365-secures-record-number-of-finalist-positions-at-the-women-in-financial-advice-awards-2026/

This September, we were proud to sponsor a Five-a-Side Charity Football Tournament at Imperial Sports Ground - South Bri...
11/10/2026

This September, we were proud to sponsor a Five-a-Side Charity Football Tournament at Imperial Sports Ground - South Bristol alongside Michelmores and Partners&. .

Together, we raised a combined total of over £1,000 for two fantastic charities - Young Lives vs Cancer and Children's Hospice South West.

It was great to see so many teams and businesses show up for the event, as well as Integrity365's own Bristol office!

Well done to everyone involved for making the event a success and raising money for two very worthy causes.

08/10/2026

You may have heard your financial adviser mention how important a ‘nomination of beneficiary’ or ‘expression of wishes’ form is.

But why?

Whilst trustees might refer to your will in order to establish how to distribute your pension, the will itself does not usually contain details of where that pension is to be left to, only your non-pension assets.

Therefore, it is not only important to ensure you have completed your pension nomination of beneficiary forms, but that these are kept up to date in line with your current wishes.

In our latest podcast episode on Pension Death Benefits, Independent Financial Advisers Esther Clemmey APFS and Nicola Glass explain more:

https://www.integrity365.co.uk/passing-on-your-pension-what-happens-to-your-pension-when-you-pass-away/

🌟 Finalist Spotlight 🌟Integrity365 is celebrating seven finalist positions at the Professional Adviser Women in Financia...
06/10/2026

🌟 Finalist Spotlight 🌟

Integrity365 is celebrating seven finalist positions at the Professional Adviser Women in Financial Advice Awards 2026, reflecting the incredible talent, expertise and dedication throughout the Integrity365 team.

Amongst this year's shortlist is Chartered Financial Planner, Sophie Haslehurst APFS.

This marks Sophie's third consecutive year as a finalist in the ‘Woman of the Year – Investment Advice’ category - a fantastic achievement in itself.

Recognised for her technical expertise in tax planning and high-risk investments, Sophie also plays an important role within Integrity365’s Investment Committee. Her ongoing commitment to delivering high-quality investment advice and supporting clients through complex financial decisions continues to set her apart within the profession.

Congratulations to all of our finalists and best of luck for the awards ceremony on 4th November - less than one month to go!

Read more here: https://www.integrity365.co.uk/integrity365-secures-record-number-of-finalist-positions-at-the-women-in-financial-advice-awards-2026/

02/10/2026

What could proposed changes to State Pension Triple Lock mean for retirement planning?

Andy Burnham’s announcement at the Labour Party Conference this week proposed changes to State Pension Triple Lock, which has generated significant discussion.

But what could the proposed changes mean for your pension, retirement income and long-term financial planning?

In this video, Chartered Financial Planner Esther Clemmey explains these changes from a financial planning perspective and explores what they could mean for current and future retirees.

If you would like to discuss your own retirement or pension planning requirements, please do not hesitate to get in touch on 01494 509 666

30/09/2026

TIME IN the market vs TIMING the market.

In one of our latest episodes of the Integrity365 Financial Insights Podcast, Chartered Financial Planner Esther Clemmey explains further.

Discussing lump sum investments vs regularly investing, Esther sheds light on some key investment strategy considerations as well as common investment mistakes to avoid and the power of compound interest.

Watch now on or here: https://www.integrity365.co.uk/lump-sum-vs-regular-investing-podcast/

"What happens to your pension when you pass away?" "Can your pension be inherited?""Will Inheritance Tax apply to your p...
28/09/2026

"What happens to your pension when you pass away?"

"Can your pension be inherited?"

"Will Inheritance Tax apply to your pension savings?"

In the latest episode of the Integrity365 Financial Insights Podcast, Esther Clemmey APFS and Nicola Glass explore some of these topical pension planning questions and discuss how pension death benefits can be passed on to future generations.

Watch on YouTube or listen on the go via Spotify here: https://www.integrity365.co.uk/passing-on-your-pension-what-happens-to-your-pension-when-you-pass-away/

When your pension cannot protect wealth from IHT, what can?Pension savings have previously been protected from Inheritan...
24/09/2026

When your pension cannot protect wealth from IHT, what can?

Pension savings have previously been protected from Inheritance Tax (IHT) as they sat outside of the estate for IHT calculations, making them one of the most tax-efficient assets to pass on to future generations.

However, from 6th April 2027, most unused pension funds and pension death benefits will be included within the value of an individual’s estate for IHT purposes – savings that may have been accumulated for decades with the hopes of being passed down the family.

In our latest article, Bristol-based Independent Financial Adviser Marcus Rayer shows how Whole of Life Cover could help families preserve wealth and avoid selling investments, property or other family assets to cover an Inheritance Tax liability.

Read more here: https://www.integrity365.co.uk/how-can-you-protect-wealth-from-iht-when-your-pension-no-longer-does/

Have you set up a Lasting Power of Attorney (LPA)?Despite their importance, many people delay setting up an LPA. However...
21/09/2026

Have you set up a Lasting Power of Attorney (LPA)?

Despite their importance, many people delay setting up an LPA. However, waiting too long can create problems if mental capacity is lost unexpectedly.

In our new guide, we explain how LPAs work as part of your financial planning arrangements and have included an interactive notes section to help you and your attorney(s).

Download now at: https://www.integrity365.co.uk/setting-up-a-power-of-attorney-guide/

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