Integritas Wealth takes part in Financial Planning Week 2026

Integritas Wealth is proud to be taking part in Financial Planning Week 2026, a UK wide initiative led by the Chartered Institute for Securities and Investment that encourages financial planners to give their time to help people better understand their finances and plan with confidence.

The week runs from 26 January to 1 February 2026, during which the Integritas team will be hosting complimentary financial planning sessions for individuals and families. These sessions focus on lifestyle planning, personal goals, and gaining a clear understanding of your overall financial position, rather than products or transactions.

Each session will follow a structured but conversational format, helping attendees explore their current circumstances, define meaningful goals, and understand how their money can support the lifestyle they want both now and in the future. Topics will include budgeting, pensions, investing basics, protection planning, and preparing for major life events such as career changes, family milestones, or retirement.

Ed Loader, Managing Director of Integritas Wealth, said:

“Financial planning is about understanding your lifestyle and your wider financial situation, not just the figures. When people take the time to look at the bigger picture, they are far better placed to make confident decisions about their future. Financial Planning Week is a great opportunity to start those important conversations.”

By supporting Financial Planning Week 2026, Integritas Wealth hopes to make professional financial guidance more accessible and to highlight the positive impact that good financial planning can have on long term wellbeing.

For anyone wishing to book a complimentary session during Financial Planning Week, please email support@integritaswealth.je or call 01534 708830