1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South East
  6. breadcrumb-arrow
  7. Hampshire
  8. breadcrumb-arrow
  9. Waterlooville
  10. breadcrumb-arrow
  11. Unity Wealth Management

Unity Wealth Management

Independent Financial Adviser  Unity Wealth Management, Hampshire, Fareham, 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
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Group life insurance
Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
phone Show number
check
FCA authorised
Last authorised 26th July 2021
Meet our advisers
Greg Simpkin
Managing Director/Independent Financial Planner
Sarah Simkin
Marketing Assistant
Jackie Matthews
Compliance Director
Alex Guthrie
Independent Financial Planner
Yvonne Bartlett
Operations Director
Heather Dickinson
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
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, PO7 7BW
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
phone Show number
check
FCA authorised
Last authorised 26th July 2021

Similar advisers near you

Jupp Castle Financial Services Ltd
Independent Financial Adviser 0.66 mi
Specialists in pensions, investments, tax planning, mortgages and protection plans. We also have a linked accountancy practice
 
See profile
Ascot Lloyd
Independent Financial Adviser 0.81 mi
One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
 
See profile
Temple Wealth Management Ltd
Independent Financial Adviser 0.92 mi
Our priority is to understand your financial goals and offer advice on products, based on full research, that enables you to reach those goals.
 
See profile
Temple Wealth Management
Independent Financial Adviser 1.05 mi
Looking for Independent Financial Advice for pensions and/or investment planning then you are at the right place. Your first meeting is at no cost to you, to find out more the please contact David Rackham IFA on <phone number hidden>.
 
See profile