Unity Wealth Management
Initial consultation free
Independent
We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
We can advise you on
Clients
helped
301helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Sarah Simkin BSc (Hons) CEMAP
Marketing Assistant
Jackie Matthews
Compliance Director
Yvonne Bartlett
Operations Director
Tammy Willman
Client Relationship Manager
What our clients say
mr
Mr R Small
"Greg is a great Financial Adviser. He takes all the hassle away from dealing with my Financial affairs and is always available to answer my questions. Just one piece of advice that he gave me saved...
mm
Mr & Mrs P Hoskins
"Greg is very relaxed. We like Greg as he thinks as we do. He talks to us like a member of the family. He understands us well even though we are 'a couple of wrinklies'"
md
Mr D Gould
"Unity Wealth Management are very thorough and upfront. They are quick with paperwork and responses. They wrap the services and offering up in a way that suits me."
Legal information
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