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  11. Unity Wealth Management

Unity Wealth Management

Independent Financial Adviser  Unity Wealth Management, Hampshire, PO16 8SS
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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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
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 1st August 2022
Meet our advisers
Sarah Simkin BSc (Hons) CEMAP
Marketing Assistant
Jackie Matthews
Compliance Director
Yvonne Bartlett
Operations Director
Tammy Willman
Client Relationship Manager
Alex Guthrie
Independent Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Greg Simkin BA Hons MIFP
Director/Independent Financial Planner

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

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

Mr Ben Stebbings
Independent Financial Planner

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

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
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, Unit 7, The Gardens, Fareham, PO16 8SS
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 1st August 2022

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