Business Details
Trusted Financial Advisers in Aberdeen
Integrity is an independent, Chartered Financial Planning firm dedicated to helping clients achieve their financial goals through tailored advice and strategic planning. With offices across Scotland, England, and Northern Ireland, we specialise in retirement planning, inheritance and succession planning, tax-efficient strategies, and sustainable investment solutions. Our approach combines rigorous analysis with a deep understanding of individual client needs, ensuring financial plans align with personal aspirations.As part of the AAB Group, we leverage specialist tax advisory expertise to provide comprehensive services under one roof. Our team of experienced professionals prioritises transparency, long-term relationships, and a commitment to evolving with the financial landscape to deliver enduring value to clients.
Services
Retirement Planning
Tax Planning
Inheritance Planning
Sustainable Investment
Pension Transfers
Wealth Management
Estate Planning
Financial Reviews
Highlights and features
- We are an independent, Chartered Financial Planning firm regulated by the Financial Conduct Authority.
- Our sustainable investment approach prioritises environmental responsibility without compromising returns.
- Access to specialist tax advisors ensures holistic financial and tax planning solutions.
- We focus on long-term client relationships through transparent communication and tailored strategies.
- Regular annual reviews ensure your financial plan evolves with your changing needs.
Associations and certifications
- Financial Conduct Authority
What people say
Expert financial guidance
Personalised service
Trusted advisors
Sustainable approach
Services
Retirement Planning
We create tailored retirement plans considering lifestyle costs, pension transfers, and tax efficiency. Our cash flow modelling ensures sustainable income throughout retirement while aligning with individual risk profiles. Clients benefit from ongoing adjustments to reflect changing circumstances and regulatory updates.
Tax Planning
Our integrated tax planning services identify legal opportunities to minimise liabilities across income, capital gains, and inheritance taxes. Working alongside AAB Group's specialist tax advisors, we develop strategies that complement broader financial objectives while maintaining full compliance with HMRC regulations.
Sustainable Investment
We implement systematic ESG (Environmental, Social, Governance) investment strategies that reduce exposure to high-emission industries while maintaining competitive returns. Our data-driven approach evaluates companies' sustainability metrics to build portfolios aligned with both financial goals and ethical values.
Inheritance Planning
Our succession planning services ensure wealth transfer according to client wishes while minimising inheritance tax liabilities. We coordinate legal documentation, trust structures, and gifting strategies to protect family assets across generations while complying with current legislation.
Pension Transfers
We assess the merits of transferring pensions to more suitable arrangements, considering charges, benefits, and investment options. Our analysis ensures transfers align with long-term retirement goals while adhering to FCA regulatory standards for client protection.
People
Alastair Moore
Chartered Financial Planner
Alastair provides expert financial planning advice with a focus on retirement strategies and pension transfers. With over 15 years' experience, he helps clients navigate complex tax regulations while maintaining a commitment to ethical investing practices.
Claire Marston
Chartered Financial Planner
Claire specialises in tax-efficient wealth management and inheritance planning. Her client-centric approach combines technical expertise with clear communication to develop sustainable financial strategies for high-net-worth individuals across the UK.
Colin Judd
Financial Planning Director
Colin leads our financial planning team with expertise in corporate tax strategies and business succession planning. He works closely with entrepreneurs and business owners to ensure seamless transitions while optimising tax outcomes for both personal and business assets.
Questions
What financial planning services do you offer?
We provide comprehensive services including retirement planning, tax optimisation, inheritance strategies, pension transfers, and sustainable investment solutions tailored to individual circumstances.
How do you approach sustainable investing?
Our systematic ESG approach evaluates companies' environmental impact using measurable data to build portfolios that align with both financial goals and ethical values.
Can you help with pension transfers?
Yes, we assess whether transferring pensions would benefit your financial situation, considering charges, benefits, and long-term retirement objectives while following FCA regulations.
How often do you review financial plans?
We conduct annual progress meetings as standard, with additional reviews available upon request to ensure your plan adapts to changing circumstances or regulations.
What areas do you cover?
We work with clients across the UK from offices in Scotland, England, and Northern Ireland, providing both in-person and virtual consultations.
