Unity Wealth Management

Independent Financial Adviser  Unity Wealth Management, Fareham, Hampshire, PO16 8AB
First meeting at adviser's own cost
We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group life insurance
Response rating
9.0/10
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FCA authorised
Last authorised 10th August 2020
Meet our advisers
Sarah Simkin BSc (Hons) CEMAP
Marketing Assistant
Gareth Cable
Independent Financial Planner
Greg Simkin BA Hons MIFP
Director/Independent Financial Planner

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.

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

Corinna Reilly
Office Manager
Heidi Askham
Administrator
Katherine McMahon
Paraplanner
Jackie Matthews
Compliance Director
What our clients say
"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
"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 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
About us

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.

Our services

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, 7 The Gardens, Hampshire, Fareham, PO16 8SS
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 10th August 2020

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