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
helped
329
Minimum
pension value
pension value
£250k+
Minimum
wealth
wealth
£250k+
Minimum
mortgage value
mortgage value
£0+
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
Greg Simkin BA Hons MIFP
Director/Independent Financial Planner
Yvonne Bartlett
Operations Director
Legal information
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