Unity Wealth Management

Independent Financial Adviser  Unity Wealth Management, Hampshire, Fareham, PO16 8SS
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FCA authorised
Last authorised 25th October 2021
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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Accident & sickness
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Critical illness
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Income protection insurance
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Life 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
Meet our advisers
Sarah Simkin BSc (Hons) CEMAP
Marketing Assistant
Greg Simkin BA (HONS) MIFP
Managing Director/Independent Financial Planner
Gareth Cable
Independent Financial Planner
Corinna Reilly
Office Manager
Heidi Askham
Administrator
Katherine McMahon
Paraplanner
Jackie Matthews
Compliance Director
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!

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Unity Wealth Management, 7 The Gardens, Hampshire, Fareham, SO31 1DA

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