Unity Wealth Management - Refreshingly honest financial advice. Accredited member of the Institute of Financial Planners







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Investment Proposition

...saved me £112,000
"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 me £112,000 in Inheritance Tax. Above all I trust him. He started as my Financial Adviser but has become a trusted friend. If you need a superb Financial Adviser — I strongly recommend calling him today."
Mr R Small - Fareham

...my goals were met
"The offer of a Free Financial Review and Wealth Creation Assessment really appealed to me when I first decided to use the company. It surpassed all my expectations and clarified in my own mid what areas of my finances needed immediate attention, and the actions I would need to take to ensure my goals were met. I feel confident now that I am on track to achieve the retirement I have dreamed of."
Mr W Amy - Winchester

...how delighted we are
"We would like to take this opportunity to thank you for all your hard work involved in organising our investments. We feel we always have access to your expertise and you are available to answer our daft questions as and when we need to. You regularly review these investments and forewarn us of issues that may be of concern or opportunities that we should be considering. I often mention to both friends and business acutance how delighted we are with your advice and the service of your team and recommend your services to anyone."
Mr & Mrs Marsh - Chandlers Ford, Hampshire

...to my best advantage
"I would like to thank you all for the outstanding investment advice and service I have received. It is really comforting to know that my needs are being looked after by a competent Independent Financial Advice. I feel the main benefit of using the company is that they liaise with my accountant and solicitor to ensure that my overall strategy is understood by all interested parties and co-ordinated to my best advantage. This saves me an enormous amount of time, aggravation and stress."
David Ridge - Fair Oak, Southampton

...Where would I be
"Where would I be if it wasn't for you. I've trusted you for the last 10 years, make that 11 at Christmas. Thank you for all your help and support."
Dianne Avery

...Honest, attentive
"Honest, attentive, individual service. Directly approachable. Reliability/Continuity of service. Making arrangements to tie in with our personal circumstances i.e. date/time/place."
Kevin Small

...prompt advice and service
"You offer prompt investment advice and service and we see you every 6 months to review our investments. The only way you could score 10/10 would be if we had the pleasure of seeing you even more often than we already do."
Alexander & Stanley Wesson, Hampshire

...no fancy jargon
"The service is prompt and the advice sound with no fancy jargon to misslead."
Paul & Yvette Crozier

...talks to us like a member of the family
"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'"
Mr P Hoskins - Retired Client, Winchester

...very thorough and upfront
"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."
Mr D Gould - Business Owner, Portsmouth

Note: Original testimonial statements are available for viewing at our office.