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
290helped
Minimum
pension value
£100k+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
Jackie Matthews
Compliance Director
Greg Simkin BA Hons MIFP
Director/Independent Financial Planner
Yvonne Bartlett
Operations Director
Legal information
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