Integrity365

More exciting news for the Integrity365 team! Fresh on the heels of Nicola Glass' win and our four other finalist spots at the Women in Financial Awards 2024, we are delighted that we have also now been revealed as finalists in the Professional Adviser Awards 2025. Since our founding in Bristol in 2020, the team has made incredible strides, and we are honored to be shortlisted for the South West and Wales Adviser Firm of the Year category. We would also like to take this opportunity to thank our clients for their trust, feedback, and referrals. Your support speaks volumes about the impact we are making at Integrity365 and reminds us of the real, personal difference we strive to achieve. Read more at: https://lnkd.in/eX9SWJJC #professionaladviser #financialadvice #ifa #southwestnews #bristolnews

Yesterday (19th Nov), thousands gathered in London to protest against the government’s recently announced changes to Inheritance Tax rules for farmers from the Autumn Budget.    This passionate plea from the rural community hoped to convince the government to reconsider these reforms to protect British farming.    Independent Financial Adviser Nicola Glass, who has a wealth of experience in planning for farmers and agribusiness owners, explains further below.    If you are concerned about these proposed changes and would like to discuss your circumstances, we have a team of experts experienced in providing  financial advice for farmers that would be happy to help. Please get in touch on 0117 450 1300.    #britishfarming #agriculturalpropertyrelief #adviceforfarmers #financialadvice #independentfinancialadvice #financialadviceforfarmers #ifa #farmingnews BBC News ITV Farmers Weekly #londonprotest #londonnews #autumnbudget -------------------------------------------------------   This video is intended for information purposes only and in no circumstances should be taken as advice. If you do require personal financial advice, please get in touch with an Integrity365 adviser using the details above.    Integrity365 is a trading style of MRIB Limited which is authorised and regulated by the Financial Conduct Authority (FRN 454705) and Registered in England and Wales No 04933749 Registered Office 82 St. John Street, London, England, EC1M 4JN.

🌟Exciting opportunities at Integrity365 & MacDonald Partnership🌟 We are always keen to hear from individuals who share our passion for delivering excellent client service and high quality financial advice. If you would like to join our growing team across the UK, we would love to hear from you. We are currently searching for individuals suited for the following positions: 1️⃣ Paraplanner (IV2 3BW) We are seeking a skilled Paraplanner to support our dedicated MacDonald Partnership advisers in our Inverness office. 2️⃣ IFA Administrator (SN14 8EY) As we support the exciting transition of one of our administrators moving into an advisory role, we are in search of an experienced IFA Administrator to support our vibrant Dyrham office, located just East of Bristol and North of Bath. Please get in touch for more information on the roles at communications@integrity365.co.uk #hiring #hiringinbristol #bristoljobs #ifajobs #financialservices #financejobsuk #ukfinancejobs #recruitmentuk #inverness #invernessjobs #hiringininverness #hiringinbristol #financialplanningcareers

Will the changes to Business Property Relief and Agricultural Property Relief impact your financial planning? Tune in to the latest podcast episode where we dive further into these reforms - one of the most emotive and stealthiest of changes in the Labour government’s Autumn Budget 2024. Hosting this episode is Chartered Financial Planner Sophie Haslehurst APFS, who specialises in working with business owners and entrepreneurs with her expertise within the tax-efficient investment market. Joining Sophie is 'South East Financial Adviser of the Year' Nicola Glass, whose prior background at NFU Mutual provides valuable insight into how these announcements affect farmers and agribusiness owners. In this episode, they discuss: "What is Agricultural Property Relief and Business Property Relief?" "What changes have been announced in Labour's Autumn Budget 2024?" "What could these reforms mean for business owners and farmers?" Watch now on YouTube: https://lnkd.in/e-dHsQUn Or listen on Spotify: https://lnkd.in/e_x-mKSJ #businessrelief #agriculturalpropertyrelief #bpr #apr #autumnbudget #financialplanning #farmeradvice #financialadviceforfarmers #inheritancetax #estateplanning #farminguk #agribusiness

Our latest Adviser Insight session features financial planner Sophie Haslehurst APFS of Integrity365 chatting with Lee on her career, her specialisations and those she admires. A Women in Financial Advice finalist and highly accomplished planner this is well worth watching.

From all of us at Beavis Morgan, we extend our heartfelt congratulations to Nicola Glass of Integrity365 on being named Financial Adviser of the Year – South East at Professional Adviser’s Women in Financial Advice Awards 2024. In just one year with Integrity365, Nicola has consistently demonstrated her expertise and dedication, particularly in supporting farmers and business owners in navigating complex financial planning challenges. This award is a testament to her commitment to delivering exceptional, tailored advice and truly embodies the Integrity365 ethos. Well done Nicola; we are all very proud of you. Read more: https://lnkd.in/d2x-YT4p Integrity365, a Beavis Morgan group company, provides holistic financial advice, aiming to be a trusted adviser throughout the various stages of clients' lives. Their client-centric approach and dedication to excellence make them a leader in the financial services marketplace. Find out more and get in touch: https://lnkd.in/dqujAQJC

Tune in to the latest episode of the Integrity365 Financial Insights Podcast: "Unpacking the Autumn Budget 2024: Financial Planning Impacts for Individuals & Businesses" Workplace pensions expert Craig Pritchard Dip PFS and Founding Financial Adviser Deborah Packer discuss some of the key updates from the Autumn Budget that could greatly impact financial planning for many individuals and businesses. In our latest episode, we explore the significant changes to employer National Insurance and what it means for businesses moving forward, alongside rising living wages and changes to the secondary threshold. ▶️ Watch now on YouTube - https://lnkd.in/egber5iG   🎧 Listen in via Spotify - https://lnkd.in/e-5A4RXu If you would like to discuss your options and solutions to create valuable NI savings, please do not hesitate to get in touch with one of our Corporate financial advisers. #NationalInsurance #EmployerInsights #FinancePodcast #FinancialPlanning #WorkplacePensions

🌟 South East Financial Adviser of the Year🌟   We are thrilled to announce that Integrity365’s Nicola Glass has been named Financial Adviser of the Year for the South East at Professional Adviser’s Women in Financial Advice Awards 2024!   This month also marks Nicola’s first year at Integrity365 since moving from NFU Mutual! Nicola provides exceptional, tailored financial advice for individuals, families, and business owners, and has a profound understanding of the unique challenges faced by farmers and entrepreneurs. She also specialises in pension advice and navigating complex financial landscapes.   What’s next for Nicola?   At the moment, Nicola is particularly focused on helping clients prepare for the changes of Labour’s Autumn Budget, especially with regards to Agricultural Property Relief (APR), Business Property Relief (BPR) and pensions, and aims to offer clear, actionable advice to safeguard their legacy and financial well-being during these challenging times.   Nicola shared, “Being recognised as South East Financial Adviser of the Year is an incredible honour. Whilst achieving positive results for my clients is always the primary goal and the most rewarding part of my job, receiving such recognition is truly gratifying."   We hope you will join us in congratulating Nicola for her outstanding achievement, and if you would like to discuss your own financial planning arrangements in light of these changes, please do not hesitate to reach out.    #FinancialAdvice #WomenInFinance #Integrity365 #Budget2024 #AutumnBudget #WIFA2024 #IndependentFinancialAdvice

What a fantastic evening at the Professional Adviser Women in Financial Advice Awards 2024 last night! We are thrilled to share that Integrity365 received multiple nominations among a pool of 1,500 entries, resulting in five finalist spots and one WINNER at this prestigious industry event! 🌟 Nicola Glass - WINNER of ‘Financial Adviser of the Year – South East’ 🌟 Deborah Packer - nominated for ‘Woman of the Year – Investment Advice’ and ‘Financial Adviser of the Year – Midlands & East Anglia’. 🌟 Sophie Haslehurst APFS - nominated for ‘Woman of the Year – Investment Advice’ 🌟 Coreena Dutton FPFS SOLLA Accredited - nominated for ‘Woman of the Year – Protection Advice’ Congratulations the team on your recognition - we are so proud of you all for your hard work and dedication to your clients! Altogether, an amazing event to celebrate such talented industry professionals, and brilliant company from Matt Goy DIP CII, don wild, Michelle Holgate, Kirsty Watson, Andrea Montague! #WIFA2024 #WomeninFinance #FinanceAwards #WomeninFinancialAdvice #IndependentFinancialAdvice #FinancialPlanning Incisive Media

Pensions, Inheritance Tax and the Autumn Budget... Last week, Labour announced that when an individual dies with unused pension funds or entitlements, these will become part of that person’s estate and may be liable to Inheritance Tax, as of 6th April 2027. In the latest episode of the Integrity365 Financial Insights Podcast, Deborah Packer and Craig Pritchard Dip PFS discuss what the next steps in the process of this will be. Watch the full episode on: ▶️ YouTube - https://lnkd.in/egber5iG   🎧 Spotify - https://lnkd.in/e-5A4RXu This is likely to change the way some individuals view and plan for retirement, as well as how they pass on wealth to future generations so advice from an Independent Financial Adviser is more important than ever. To discuss your own financial planning arrangements, please do not hesitate to get in touch with your expert team of trusted Independent Financial Advisers. #autumnbudget #inheritancetax #taxplanning #pensions #ifa