Integrity Wealth Model Programme

at The Integrity Centre

Empowering Financial Professionals to Redefine Integrity in Practice

The Integrity Wealth Model Programme, created by Dr. Jeremy Chapman—joint founder of the Integrity Centre and an award-winning wealth adviser with over 35 years of experience in UK financial services—combines academic insights with practical expertise. Jeremy’s doctoral research explored the transformative power of aligning values with decision-making.

The Integrity Wealth Model is a transformative values-driven framework designed for financial advisers to use with their clients. Before applying the model, advisers first begin by using it themselves – realigning their own values, actions and sense of integrity. This self-application strengthens their personal foundations, enabling them to guide clients with authenticity, clarity and purpose. 

The programme goes beyond compliance, embedding integrity as a transformative principle that helps advisers coach their clients to view wealth as energy—a dynamic resource for alignment, impact, and fulfilment.

Even the most successful individuals face moments of tension between their values and actions. Holding ourselves to account and consistently doing the right thing—especially when it's difficult—can be a challenge that requires courage, clarity, and commitment. The Integrity Wealth Model is designed to help you bridge this gap, realigning decisions with personal truths to foster trust, fulfilment, and lasting success.
Research Insights

Why Integrity Matters in Financial Practice

According to the EY Global Integrity Report 2024:

%

of board members and 51% of senior management admitted they would act unethically for personal gain.

%

of professionals would compromise integrity for career progression.

Key Challenge:

While integrity is often cited as a core value, it is inconsistently applied in practice, leading to client mistrust and misalignment in decision-making.

Your Opportunity:

The Integrity Wealth Model equips professionals with the tools to embed integrity into their work, ensuring alignment between stated values and real-world actions.

Integrity is not just a compliance expectation—it's a societal one. Countless organisations highlight integrity as the cornerstone of all business conduct and yet many struggle to truly commit to it in a way that is transformative. The Integrity Wealth Model bridges this gap, helping individuals and businesses understand, embrace, and harness integrity as a force for good.

About Dr. Jeremy Chapman

  • Award-Winning Wealth Adviser: Over 35 years of client facing experience in UK financial services.
  • Professional Doctorate: A focus on exploring the tension between societal expectations and living one’s truth, my research highlights the power of values driven decision making.
  • Proven Expertise: Helping advisers and organisations cultivate integrity for meaningful client relationships; guiding individuals to align their wealth with their values, unlocking purpose and freedom.
  • Author and Educator: Regularly lecturing and writing on responsible business practices and the importance of a commitment to doing what is right through values and purpose alignment.

My Research

My doctoral research focused on the transformative role of values-driven decision-making. A key finding of this emphasised the critical role of aligning personal and professional actions with a deeper understanding of what integrity means. Cultivating personal structural integrity enables individuals to navigate life with clarity and purpose, creating a foundation for sustainable success and fulfilment. This research forms the foundation of the Integrity Wealth Model, enabling advisers to lead by example and build trusted, purpose-driven client relationships.

Success is not only measured by achievements but by how aligned those achievements are with your core values. The Integrity Wealth Model introduces a notion of personal structural integrity—helping you build a foundation where your values, decisions, and actions are in perfect alignment. This is the cornerstone of trust, fulfilment, and meaningful success.

The Importance of Alignment 

When individuals operate out of sync with their core values, they experience:

  • Increased stress and anxiety.
  • Feelings of unhappiness and lack of purpose.
  • Difficulty finding long-term satisfaction and fulfilment, even with financial success.

Research Highlights

  • People who align their decisions with their values report higher well-being and resilience.
  • Alignment fosters clarity, trust, and long-term happiness. 
  • This positively influences corporate culture and serves as a key foundation for long term sustainable growth.

Professional Insight

By using the Integrity Wealth Model, advisers move beyond transactional advice, transforming and differentiating their client relationships into deeper, purpose-driven partnerships focused on aligning financial decisions with core values. This approach cultivates trusted, long-term relationships that prioritise alignment over such things as short-term gains.

The model’s impact begins with the advisers themselves. By engaging with the Integrity Wealth Model, advisers embark on a journey of self-discovery, reconnecting with their own sense of integrity, values, and purpose. This realignment strengthens their personal and professional foundations—what I call their personal structural integrity—empowering them with a clearer sense of agency and authenticity in their work.

This process not only enhances the adviser’s ability to guide clients but also strengthens corporate culture by encouraging collaboration, reducing hierarchies, and aligning organisational practices with sustainable, long-term growth. By questioning past values and assumptions, advisers and their organisations harness the transformative power of integrity to redefine success, creating a more resilient and purpose-driven framework for the future.

How the Integrity Wealth Model Works

The Integrity Wealth Model is a framework for financial advisers to use with their clients, helping them align financial decisions with core values. 

As financial advisers, a clear understanding of your relationship with money and wealth is essential to guide others authentically. Through this programme, you will deepen your structural integrity, ensuring your own alignment as a foundation for empowering your client relationships. 

Discover Values:
Begin by identifying your own values through structured tools and reflection. This personal clarity forms the foundation for guiding your clients.
Define Principles:
Establish a values-based approach to decision-making and client interactions.
Design Freedom:
Reframe wealth as a tool for balance, confidence, and purpose—for both yourself and your clients.
Deliver Alignment:
Apply the Integrity Wealth Model with your clients to align their financial strategies with their values for long-term fulfilment.

This dual approach ensures that as you guide clients toward alignment and purpose, you lead from a place of authenticity and clarity, strengthening trust and relationships at every level.

Benefits for Professionals and Their Clients

1
Enhanced Trust:
Strengthen relationships by aligning actions with values, building lasting confidence and loyalty.
2
Deeper Client Engagement:
Move beyond transactional advice to meaningful, purpose driven guidance that resonates with clients’ deeper aspirations.
3
Empowered Advisers:
Realign your purpose as an adviser, gaining clarity, confidence, and authenticity to lead with integrity and belief.
4
Committed Long Term Client Relationships:
Redefine and enrich the client-adviser journey by exploring values, purpose, and fulfilment.
5
Reputation for Integrity:
Position yourself as a champion of integrity, meeting societal and regulatory expectations and leading by example.
6
Scalability and Long-Term Growth:
Equip teams with a values driven framework for long term sustainable growth.
The Integrity Wealth Model moves beyond transactional advice patterns connecting clients to advisers through a deeper understanding of values and a commitment to doing it right.

Tools to Navigate Values Complexity

Each of us holds a unique set of values, shaped by our relationships, experiences, and life journeys. The Integrity Wealth Model provides tools to help both advisers and clients navigate this complexity, supporting greater alignment and transparency.

Examples of Client Scenarios:

Why the Integrity Wealth Model Matters

The Integrity Wealth Model goes beyond traditional approaches to financial advice by connecting clients and advisers through a deeper understanding of values, leading to greater alignment, long term trust, accountability and embracing a commitment to doing what is right. Because of this, it perfectly aligns with notions of ‘doing’ responsible business, transforming ideas and words into positive action.

Whether you're a professional seeking to elevate your practice or an individual exploring how wealth can align with your values and purpose, the Integrity Wealth Model offers a fresh perspective on values, money, and impact.

Broader Applications

For Teams and Organisations:
Offer a scalable framework to guide teams of advisers in integrating integrity into their practices.
For Business Growth:
Differentiate your firm with a values-driven approach to wealth management.
Licensing Opportunity:
Bring the Integrity Wealth Model into your organisation through a licensed programme.
Contact

Ready to Find Our More?

Discover how the Integrity Wealth Model can transform your approach to advising clients and empower your team to embed integrity into every single interaction. For more information or to explore licensing opportunities use the contact form below or click on the link to schedule a half hour meeting with Jeremy.

The Integrity Wealth Model Programme is a bespoke values-based framework developed from extensive research and practical experience. It offers a structured coaching tool for financial advisers to use with their clients. All content on this page is for informational purposes only and should not be considered as financial advice.

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