Welcome to IntegraFin

 

Our strategy is focused:

  • We make financial planning easier for clients and UK financial advisers
  • We do this by harnessing technology, allied with high quality human service
  • We prefer to insource, and so we own and develop our own software:
    • the Transact retail investment platform
    • the Time4Advice (T4A) adviser practice management solution (CURO)

Our model is simple:

 

Investment Case Presentation


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Interim Results Presentation

6 months ending 30 March 2024

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IntegraFin Holdings plc
Annual Report

Year ending 30 September 2023

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Transact key stats

As at 31 March 2024:

£61bn

Funds under direction

 

231,500

Clients

 

7,800

Advisers