Business Details
19 Years
experience
Purpose-Driven Financial Planning Services in Bristol
G L Integrity Financial Planning is dedicated to aligning financial strategies with personal values and life goals. Our approach begins with understanding what truly matters to our clients, using our proprietary GL Passport to map out a comprehensive financial journey. We combine in-depth analysis of current financial positions with forward-looking planning to ensure sustainable wealth management. Our team of certified professionals provides independent advice on retirement, investments, tax efficiency, and legacy planning. We emphasize behavioral coaching to help clients navigate market volatility and avoid common financial pitfalls.Regular progress reviews ensure plans remain aligned with evolving personal circumstances and external conditions. Our services cater to both individuals and business owners seeking tailored financial solutions. With a focus on transparency and client education, we aim to empower informed decision-making. Our commitment to ethical practices has earned us long-standing client relationships and industry recognition. We operate as an appointed representative of a Financial Conduct Authority-regulated firm, ensuring compliance with the highest regulatory standards.
Services
Financial Planning
Retirement Advice
Tax Planning
Legacy Management
Investment Strategy
Business Valuation
Behavioral Coaching
Details
- Year established: 2007
Highlights and features
- We specialise in purpose-driven financial planning aligned with personal values
- Our GL Passport framework provides structured, values-based financial roadmaps
- Certified financial planners with expertise in retirement and legacy planning
- Behavioral coaching to avoid market-driven decision-making errors
- Regular progress reviews ensure long-term plan effectiveness
Associations and certifications
- Financial Conduct Authority (FCA)
- Chartered Institute for Securities & Investment
What people say
Ethical approach
Personalized service
Effective financial strategies
Long-term planning
Expert guidance
Services
Financial Planning
Our comprehensive financial planning service creates personalized roadmaps aligned with your values and life goals. Using the GL Passport framework, we analyze current financial positions to develop sustainable strategies for wealth growth and preservation. The service combines behavioral coaching with regular progress reviews to ensure long-term success.
Retirement Advice
We specialize in creating tailored retirement plans that ensure financial security while maintaining lifestyle preferences. Our approach considers pension optimization, tax efficiency, and income sustainability through various market conditions. Regular reviews adapt strategies to changing personal circumstances and regulatory environments.
Legacy Management
Our legacy management service focuses on preserving wealth for future generations through strategic estate planning. We help clients navigate inheritance tax mitigation, trust structures, and charitable giving while balancing current financial needs with long-term family objectives.
Investment Strategy
We develop customized investment strategies that align with individual risk profiles and financial goals. Our approach combines market analysis with behavioral coaching to maintain disciplined investing through market cycles, focusing on long-term wealth accumulation and capital preservation.
Business Valuation
This service helps business owners understand their company's worth and develop strategies to maximize value. We provide guidance on tax-efficient structures, succession planning, and exit strategies while integrating business goals with personal financial objectives.
People
Andrew Stinchcomb
Lead Navigator
Certified Financial Planner with over 15 years' experience guiding clients through purpose-driven financial journeys. Specializes in aligning investment strategies with personal values while maintaining regulatory compliance.
Questions
What makes GL Integrity's approach different from other financial advisers?
We focus on purpose-driven planning through our GL Passport framework, aligning financial strategies with personal values and life goals rather than purely product-based solutions.
How do you help clients with behavioral financial decisions?
Our behavioral coaching provides objective guidance during market volatility, helping clients avoid emotional decisions that could jeopardize long-term financial plans.
What services do you offer for business owners?
We provide business valuation, tax efficiency strategies, succession planning, and integration of corporate objectives with personal financial goals.
How often are financial plans reviewed?
We conduct comprehensive reviews at least annually, with ongoing adjustments made as needed to reflect changing circumstances or market conditions.
Are your financial planning services regulated?
Yes, we operate as an appointed representative of a Financial Conduct Authority-regulated firm, ensuring compliance with industry standards.
What investment strategies do you employ?
We develop customized strategies combining market analysis with behavioral discipline, focusing on long-term wealth accumulation aligned with individual risk profiles and goals.
