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What clients do Unity Wealth Management work with? We specialise in providing personal and business financial planning to: Pre and Post Retirement Clients, Small and Medium Sized Business Owners or those recently sold, Entrepreneurs and the Self Employed, Corporate & Business Executives.

What benefits will working with you give me? A cohesive Financial Plan, tailored to your own specific needs and goals. An Advisor that you can trust and with whom you can build a long term relationship of mutual respect.

What can I expect from working with you? My aim is to put more money in your back pocket than I charge in fees and if I cannot I will tell you at outset and direct you to someone more suited to your needs.

How do I pay for the advice that I receive from you? An initial consultation is offered at our cost. All fees are agreed in advance, and depend upon your given situation and complexity of affairs. You can choose to either pay our fee directly or have taken from the investment or pension fund whichever you prefer.

** Call us on 01329 888494 to arrange your Free Financial Review and Wealth Creation Assessment **

The Financial Services Authority does not regulate some aspects of buy to let and commercial mortgages.
The Financial Services Authority does not regulate Wills, Trusts and Estate Planning.
Your home may be repossessed if you do not keep up repayments on your mortgage.
There may be a fee for mortgage advice. The precise amount will depend upon your circumstances but we estimate that it will be £750.