Unity Wealth Management
Initial consultation free
Independent
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
309helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+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
Greg Simkin BA Hons MIFP
Director/Independent Financial Planner
Sarah Simkin BSc (Hons) CEMAP
Marketing Assistant
Jackie Matthews
Compliance Director
Tammy Willman
Client Relationship Manager
What our clients say
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Perry
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...
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Nichola & David
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...
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David & Wendy
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...
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Kevin
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....
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