About George Patterson
George has worked over 20 years in the Financial Services Industry, starting with the Co-op Insurance and finally joining the independent market some 11 years ago. This has enabled him to gain a vast amount of experience in the wider market thus giving his clients a better choice.
Through this experience, George had been able to help many of his clients get the mortgage and protection which best suits their requirements.
Once contact has been made George will offer the clients the choice of visiting them in the comfort of their own home or in the confines of the office.
Having lived in East Lothian all his life, this has given him an enormous amount of local knowledge not only the local housing market but schools and local services together with social activities in the villages and county.
Why use me?
A professional approach, building trust from the initial meeting.
About Integrity IFA
Integrity IFA are independent financial and mortgage advisers, formed by professional advisers from various backgrounds including; Prudential, Co-op, Axa and the Pearl. This variety of professional skills and experience has proven to be a service welcomed by our clients as they can meet all their financial needs in one place.
Built upon the foundations of the comprehensive training and grounding in the financial services achieved with this variety of home service companies, our values are key to the way we deal with our clients today. We continue to deal with over 85% of our clients in their own home, or place of work, at a time to suit them.
Technology is also a driving force for us now and into the future. Our office is 100% paperless with all clients files stored on secure external severs. This provides our business with a fast, process-controlled system that in turn ensures our clients’ information is data protected, safe and secure.
All our clients receive their own secure web site where they can see the values of their investments, in real time, and store important personal documents. It also offers encrypted secure messaging between client and advisers. Recent developments have seen an iPad app and iPhone and smart phone apps allowing clients access to their sites on these devices. You can now also add your online banking and credit cards to the site.
All these new ways of working and communicating allow us to save time and money and mean clients can access their portfolios easier than ever before. This leaves us more time to do what really matters, advising clients, so that they achieve their goals and receive the service they deserve.
As independent financial advisers we offer independent unbiased advice. We work for our clients – not any financial institutions, insurers or banks! This allows us to be free to find the most appropriate products for your needs.
What to expect from working with George Patterson
From the first meeting I try to build a personal relationship with my clients so I can fully understand their needs and financial position.
Once I have collected all relevant information, I will discuss each option openly with them in a clear and concise manner ensuring they understand the implications and costs of every different course of action.
I keep my clients fully informed and engaged with everything that is happening throughout the application process and I am always on hand to answer any questions or worries that they may have.