Business Details
Your Trusted Financial Planning Partner in Bristol
G L Integrity Financial Planning is a purpose-driven financial planning firm dedicated to aligning clients' financial resources with their personal values and life goals. Our unique GL Passport process guides clients through a five-stage journey, combining values-based planning with dynamic financial forecasting to ensure long-term security and legacy building. With a team of certified financial planners, we offer independent advice on investments, retirement, tax mitigation, and estate planning, tailored to individual circumstances. Our approach emphasizes behavioural coaching to help clients navigate market volatility and avoid common financial pitfalls. We serve UK residents exclusively, prioritizing transparency, ethical practices, and client-centric solutions.Our expertise extends to business owners seeking succession planning and tax-efficient strategies. Headquartered in Bristol, we combine local knowledge with national regulatory compliance under the Financial Conduct Authority. Client testimonials highlight our personalized service, technical expertise, and commitment to long-term financial well-being. We maintain partnerships with regulated entities to ensure comprehensive service delivery while adhering to strict professional standards. Regular progress reviews ensure plans remain aligned with evolving personal circumstances and market conditions.
Services
Financial Planning
Investment Advice
Retirement Planning
Tax Mitigation
Estate Planning
Highlights and features
- We offer values-based financial planning aligned with personal life goals
- Our GL Passport process provides dynamic, lifelong financial forecasting
- Certified financial planners with specialist expertise in tax mitigation
- Behavioural coaching to navigate market volatility and avoid financial pitfalls
- Tailored solutions for business owners and intergenerational wealth planning
Associations and certifications
- Financial Conduct Authority
What people say
Exceptionally generous with his time
Excellent and solid advice
Sensible approach to financial planning
Helped achieve personal goals
Real desire to help clients
Services
Financial Planning
Our GL Passport process creates comprehensive financial plans aligned with personal values and life goals. We forecast income, expenditure and net worth over time to ensure financial security. This service helps clients achieve their desired lifestyle while maintaining financial stability throughout their lifetime.
Investment Advice
We provide independent investment advice tailored to individual risk profiles and financial objectives. Our approach combines market analysis with behavioural coaching to optimize returns. The service includes regular portfolio reviews to ensure alignment with evolving personal circumstances and market conditions.
Retirement Planning
Our retirement planning service ensures sufficient financial resources for post-work life. We analyze current pension provisions and recommend tax-efficient strategies. The service includes cashflow modelling to determine sustainable withdrawal rates and mitigate longevity risk.
Tax Mitigation
We identify legitimate tax reduction opportunities within current regulations. Our strategies focus on inheritance tax mitigation and income tax efficiency. The service includes business owners' specific considerations like corporation tax and capital gains tax planning.
Estate Planning
Our estate planning service ensures smooth intergenerational wealth transfer. We address legal and tax implications of asset distribution. The service includes wills review, trust structures, and charitable giving strategies to maximize legacy impact.
People
Andrew Stinchcomb
Lead Navigator
Certified Financial Planner with over 20 years' experience guiding clients through complex financial decisions. Specializes in values-based planning and behavioural finance. Holds CFP certification through the Chartered Institute for Securities & Investment.
Questions
What makes GL Integrity's approach different?
Our GL Passport process uniquely combines values-based planning with dynamic financial forecasting to create personalized, lifelong strategies.
How do you help with investment decisions?
We provide independent advice with behavioural coaching to optimize returns and regular portfolio reviews for ongoing alignment.
What financial planning stages do you cover?
We guide clients through five stages: Purpose, Planning, Advice, Behaviour, and Progress for comprehensive coverage.
How are your services tailored to business owners?
We offer specialized tax mitigation, succession planning, and retirement strategies specifically designed for business owners' needs.
What qualifications do your advisers hold?
Our team includes Certified Financial Planners with credentials from the Chartered Institute for Securities & Investment.
How often are financial plans reviewed?
We conduct annual reviews with ongoing behavioural coaching to ensure plans remain aligned with changing circumstances.
