Unique Financial Planning

We are a firm of financial consultants who specialise in advising and planning strategies for the accumulation, preservation and distribution of wealth for individuals, families and companies. We have 5 offices in the South of England.
 
Although we are classified as a restricted firm, we offer whole of market in the following areas: Protection, Mortgages, Structured Products and
higher risk tax planning such as Enterprise Investment Schemes (EIS), Venture Capital Trusts (VCT) and Inheritance Tax solutions. ISAs and General Investment accounts (GIAs) held within Business Property Relief products. This means that we consider a wide range of financial strategies and products. We are constantly reviewing the market to ensure that the services and products we offer are appropriate for our clients.
 
We offer restricted investment advice. This means we have chosen to limit the range of products/providers that we will consider before
recommending a suitable solution for you.
 
The value of investments and any income from them can go down as well as up and you may not get back the original amount invested.