Adam Alden
Integritas Financial Planners Ltd
Minimum savings/pensions: Over £100,000
Minimum mortgage: Over £100,000
0330 038 8940
Based in Swadlincote
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: October, 2022
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Adam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 26 March 2025
Adam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
15
Recent Client Reviews
Adam has received 15 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Adam has received 15 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 27 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Adam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Adam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Adam has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Adam has provided information on their typical fees
Adam has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Adam (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Adam
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Adam (based on 6 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Adam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 26 March 2025
Adam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
15
Recent Client Reviews
Adam has received 15 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Adam has received 15 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 27 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Adam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Adam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Adam has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Adam has provided information on their typical fees
Adam has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Adam (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Adam
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Adam (based on 6 first impressions)
I am a fully Independent Financial Adviser who has been working for Integritas Financial Planners since 2021. Working at Integritas allows me to provide my clients with unrestricted financial advice across the whole of market. The areas of advice that I specialise in are investments, both pre- and post- retirement pensions, financial protection and mortgages. I received my Diploma in Financial Advice in early 2021 through the London Institute of Banking and Finance. Since then I have continued my studies with the intention of becoming Chartered in 2025. I work with a diverse range of clients, from young professionals just starting their financial planning journey to those already in retirement. I believe the key to being a good adviser is having a strong level of technical knowledge but more importantly the ability to listen and connect with what really matters to clients. I like to take the time to build up a full understanding of my clients goals, objectives and circumstances as this enables me to construct a holistic financial plan that is tailored to their individual needs. All new clients are offered an initial, ’discovery’ meeting free of charge and without obligation. This is important so that you can be confident that you will be comfortable working with us – and so we can be sure that we can deliver value in helping you achieve your goals and objectives. We only accept clients where we are confident we can add real value to their current circumstances. Away from work my time tends to revolve around my family, especially looking after my young children Annabelle and Archer.
Offers available through VouchedFor
Contact Adam through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Adam's clients
Based on responses provided by clients who have reviewed this adviser
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