Unity Wealth Management
Unity Wealth Management is a financial services company that offers a range of services including financial advising, financial planning, fund management, and investment services. They are based in Fareham, England and are dedicated to providing their clients with expert financial advice and guidance. As a trusted financial services provider, Unity Wealth Management is committed to helping their clients achieve their financial goals and secure their financial future.
Introduction to Unity Wealth Management
Unity Wealth Management is a financial planning and investment company located in Fareham, England. The company was founded with the purpose of helping individuals and businesses manage their finances and achieve their financial goals. What makes this company unique is their personalized approach to financial advising and their team of experienced financial planners.Services & products
Unity Wealth Management offers a range of financial services including financial advising, fund management, and investment planning. They work closely with their clients to develop customized financial plans that meet their unique needs and goals. Additionally, they offer a range of investment products such as stocks, bonds, and mutual funds.Location
Unity Wealth Management is located in The Gardens in Fareham, England. The area is known for its picturesque gardens and historic architecture. In the surrounding area, customers can find a variety of businesses including restaurants, cafes, and shops. For those using public transportation, the closest options are the Fareham train station, located 1.2 miles away, the Fareham bus station, located 0.7 miles away, and the Fareham Quay bus stop, located 0.3 miles away.Benefits
Customers should choose Unity Wealth Management because of their personalized approach to financial advising and their team of experienced financial planners. They work closely with their clients to develop customized financial plans that meet their unique needs and goals. Additionally, they offer a range of investment products and services to help their clients achieve their financial objectives.Good to know
Customers should be aware that Unity Wealth Management is a fee-based financial planning and investment company. This means that they earn a fee for their services rather than receiving commissions on the products they sell.Reviews
Customers have given Unity Wealth Management positive reviews for their personalized approach to financial advising, their experienced team, and their range of investment products and services. Many customers have reported feeling confident in their financial plans and achieving their financial goals with the help of Unity Wealth Management.Amenities
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investment advice -
retirement planning
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tax planning
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insurance services
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asset management
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estate planning
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free consultation
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online account access
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financial planning
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wealth management
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portfolio management
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financial advice
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investment portfolio
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online trading
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brokerage account
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mutual funds
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stocks
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bonds
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etfs
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insurance
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risk management
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trust services
FAQ
What types of investment options do you offer?
We offer a wide range of investment options including stocks, bonds, mutual funds, ETFs, and alternative investments such as real estate investment trusts and private equity funds.What types of funds do you specialize in managing?
We specialize in managing a variety of funds including equity funds, fixed income funds, balanced funds, and alternative investment funds.What professional qualifications do your financial planners have?
Our financial planners hold various professional qualifications including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Wealth Manager (CWM).Can you provide references or testimonials from satisfied clients?
Yes, we can provide references and testimonials from satisfied clients upon request. We are proud of the relationships we have built with our clients and are happy to share their feedback.What is your process for monitoring and adjusting investment portfolios?
We have a rigorous process for monitoring and adjusting investment portfolios that includes regular portfolio reviews, risk assessments, and performance evaluations. We work closely with our clients to ensure their portfolios are aligned with their investment goals and risk tolerance.Reviews
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J W
Greg and his team work together to provide an excellent service. The sound financial advice I have received over several years has been very balanced and appropriate to my requirements. All communication by email or telephone is dealt with efficiently and effectively. The annual reviews are very useful and any further meetings deemed necessary can easily be set up. In all aspects I would highly recommend UWM. Go ahead and arrange a first meeting and you'll see for yourself!
30-05-2021
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Michaem Birch
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
30-05-2021
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Peter Hutchinson
I found Unity Wealth Management on line via google search . I read the reviews clients had posted & they were all good ones ! On choosing them I found their services very good . The presentation was comprehensive , very clear & easy to understand , whilst remaining fairly straight forward . The returns on my pension have been exactly as predicted & I`m more than happy with that . I`m very confident in this company , so much so I`ve Invested further with them & am sure I`m in safe hands with them . The team are all helpful , friendly & efficient . I would definitely recommend them to others , which normally I`m loathed to do . 5 star rating from me.
30-05-2021
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Graham Hayward
Positive: Professionalism, Quality
30-05-2021
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martin bolwell
Great, personalised service.Never too busy to help with even the smallest of queries. Thanks Greg and team
30-05-2019
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Kevin House
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.
30-05-2019
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Perry Leamon
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.
30-05-2019
