Integrity365 announced the launch of its new wealth management firm this week, recording more than £320m ($417m) of funds under management since its inception.
Led by Paul Jackson, chairman of Beavis Morgan, and Chris Jelf, founder of Jelf Group Insurance Brokers, the Bristol based firm was initially launched in Spring 2020.
The firm is funded by private investors and works to bring an independent holistic financial planning services to the market. It also welcomed MRIB as its founding acquisition on the 31 July 2020.
Jelf commented: “Building client trust and fostering long-term relationships with my clients has always been a priority for me. I am passionate about this and consider my partnership approach to working with clients a key differentiator.”
In light of growing evidence that high-quality financial advice is especially sought during periods of increased market volatility, Jelf explained: “I have been hearing loud and clear that people need a financial planning business that not only exhibits the highest standards of ethics and professionalism, but also delivers high quality advice they can truly value and trust. It therefore gives me great pleasure to see the momentum that has already been created around Integrity365, and experience the shared passion and drive for trusted partnerships – with clients, colleagues and aligned businesses – that has formed the cornerstones of this new and refreshingly client-centric business.”
In a statement from Integrity365, the company outlined its ambitions for the future, with “clear ambitions for new business growth, client retention and continued investment in recruitment, selectively considering acquisition opportunities, both businesses and teams – which enhance existing capabilities”.
MRIB Group has over 30 years’ experience of providing financial and insurance services to the High Wycombe area. The insurance arm of the MRIB Group was previously sold to firm Partners&.
Partners& shares its headquarters with Integrity365 and supports the firm’s clients with insurance relationships.