Unity Wealth Management

Reviews, get directions and contact details for Unity Wealth Management

"We are a lifestyle financial planning and wealth management firm based in Fareham, Hampshire. We pride ourself on delivering genuine financial advice, helping to build a stronger future for you and your family.We work closely with families, business owners, people thinking about their retirement and retirees, helping them move towards their financial goals.Getting the most from your finances can often seem complicated. We understand. Making the complex simple is what we do best.Using our detailed knowledge of markets and our experience in lifestyle financial planning, we provide measured and careful advice; advice you can really trust."

Address: Unit 7, Standard Way, Fareham PO16 8SS, UK

Phone: 01329 888494

Website

State: Hampshire

City: Fareham

Zip Code: PO16 8SS

opening times

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

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Reviews

We have been with Greg for about 5 years now and it took some time to decide to engage with a financial advisor after having bad experiences with 2 "financial experts" previous. Having searched the internet we decided to meet with Greg for our first meeting, this was very professional all be it in a way that made you at ease and took time to explain in layman terms as we were by no means experts in this field. We decided to move forward with Greg as I was approaching retirement rapidly and did need help in planning our future financial needs. Greg made this as smooth as he possibly could, as with all new ventures particularly when it is your hard earned cash you are trusting to somebody to manage we were nervous at first, however as time as moved on we became more comfortable and now leave it to Greg to look after our financial interest with 5 years of confidence now having been built. We still have our reviews and he is at the end of a phone if we need a chat. I would recommend anyone requiring help in the field of financial help to get in touch with him it may be an hour well spent.

My wife an I decided to work with Greg and Unity after meeting with a wide range of advisors.  Greg and Unity provide a balance of sound advice and good value in a way that was easy to understand, friendly and personal.  The meetings have all been focussed but with more than enough time to make sure that Greg understood what we were looking for and that we understood the choices available.  With others I found that meetings were shorter with advisors interested in turning a handle and giving their pitch.  With Greg we were confident that he understood our goals and that we understood the options available.  We were seeking advice over the timing of our retirement and how best to manage the set of pensions that we have collected.  The tool's that Greg has enabled him to identify a great combination - keeping some pensions and changing others to help us to achieve our goals.  The initial consultation was absolutely without obligation - we met him twice, after which we had a good view of our options at no cost to us.  This enabled us to test the market and meet with other advisors, it was 3 months later that we decided that Unity was the place for us.

I found this company really helpful they give very good information that was easy to follow and I would recommend this company to other people

Great, personalised service.Never too busy to help with even the smallest of queries. Thanks Greg and team

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Unity Wealth Management

Reviews, get directions and contact details for Unity Wealth Management

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