CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
Diploma In Investment Planning (DipIP)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry together with packaged products (pensions, protection and savings and investments) and the giving of investment advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk
Independent Financial Planner
Client Relationship Manager
What our clients say
"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 & Mrs P Hoskins, Winchester
"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, Portsmouth
"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, Porchester
We see so many clients who are not making the best use of even their existing pension and investments and our goal is to ensure we maximise this potential moving forwards.
Our goal is to ensure we streamline your assets, ensure they work as hard as possible, reduce any unnecessary tax and enable you to enjoy the lifestyle you want without fear of running out of money!
Please contact us for a Free initial consultation and find out how our service can help you.
We believe that we can really help clients to streamline their existing assets, ensuring that they work as hard as possible for you, reduce any unnecessary tax, and ensure you are able to enjoy the lifestyle you deserve without the fear of running out of money!
Where to find us
Head office address: Unity Wealth Management, Hampshire, PO16 8SS
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