Unity Wealth Management
Initial consultation free
Independent financial adviser
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
Clients
helped
18helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
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
Legal information
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