Unity Wealth Management

Independent Financial Adviser  Unity Wealth Management, 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
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Annuity purchase
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Defined benefit
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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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Ethical investments
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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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Socially responsible 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
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Stockbroking services
Response rating
7.0/10
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FCA authorised
Last authorised 27th June 2022
Meet our advisers
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

Alex Guthrie
Independent Financial Planner

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

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

Sarah Simkin BSc (Hons) CEMAP
Marketing Assistant
Jackie Matthews
Compliance Director
Tammy Willman
Client Relationship Manager
Yvonne Bartlett
Operations Director
What our clients say
When I first approached Unity Wealth Management I was coming out of work, getting close to retirement. By this time I’d already approached three financial advisers, none of whom had managed to deliver much in the way of good financial advice. They’d all let me down badly in terms of what they were offering. I had completely lost confidence in financial advice. However, I thought I’d give it one last try and I searched on the web. At the end of the day I had to do something for retirement and, despite my sceptical opinion of financial advice, Unity seemed like a viable place to start. What Unity helped me with most was with my pension funds. I had several different personal pension funds and had been told numerous times that there was no way that I could combine them." Greg felt that this wasn’t correct – he looked into it for me and managed to bring these together. It was all good, clear information and helped me to retire soon afterwards in a secure financial position."
Perry, Southampton
We approached Unity as we were nearing our retirement. We wanted to really live our retirement to the full, so making sure we had enough money was essential. Travelling was always going to be a big part of our plan. We’d inherited some money so we needed to find a financial adviser who we trusted to advise us on how to invest it. Following a recommendation, we ended up signing up with Unity. We met Greg, our financial adviser, and he came across as friendly and somebody we could trust to do things properly. The whole firm had an air of professionalism which immediately made us feel comfortable. We always felt confident that they had our best interests at heart. " They used cash-flow modelling software to give us an accurate projection of how our finances will change over time. This was really interesting - when they did it for us they said that we could spend more money which was nice to hear."
David & Wendy, Locks Heath
I was 58 and looking to retire before 65. I didn’t know whether that was possible or not. I wanted to talk to someone about how to go about it. I approached Unity Wealth Management and Greg, my financial adviser at the firm, gave me the confidence that I could retire at 60 without heading towards financial disaster before we got to 75. Prior to Unity, my wife and I had a string of financial advisers who were happy to come to our house, drink our tea and then we’d barely hear from them again. These were really never terribly helpful. With Unity, things were different. From the start, Unity were very professional and highly approachable. The smaller feel of the firm made me feel as if my wife and I would be valued as clients. We met on their premises where Greg really illustrated the impact of the financial decisions we were making. He used software that let us visualise what our financial decisions would mean for our future.
Nichola & David, Hedge End
I was aged 63 and looking at retiring soon – I just wasn’t sure how soon I’d be able to make the leap. After all, I was three years from getting my state pension. There was a gap that I had to cover. I decided I needed to get hold of an IFA. I wasn’t sure if any of my friends used one so I had a search online and found Unity through an online referral service. My wife and I came for an introductory chat with Unity. We felt that we would be able to retire in the next 12 months or so, but just wanted some confirmation. Because I have a number of different pensions, I was interested in the various options open to me. Our adviser, Greg, agreed to do a first level plan looking at what we would be able to do. He confirmed that I was able to retire and that we had a range of different options about what we would be able to do with the pensions we had available.
Kevin, Rowlands Castle
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)
£101,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 27th June 2022

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