Unity Wealth Management - Fareham

Address: Unit 7, Unity Wealth Management, The Gardens, Fareham PO16 8SS, United Kingdom.
Phone: 1329888494.
Website: unitywealthmanagement.co.uk.
Specialties: Financial consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilets.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 5/5.

Location of Unity Wealth Management

1329888494

Unity Wealth Management, located at Address: Unit 7, Unity Wealth Management, The Gardens, Fareham PO16 8SS, United Kingdom, is a financial consulting firm that offers a range of financial services. The company can be easily reached by phone at Phone: 1329888494 or through their website at Website: unitywealthmanagement.co.uk.

Unity Wealth Management specializes in providing financial consulting services, with a team of experienced professionals dedicated to helping clients achieve their financial goals. The company's services are designed to meet the unique needs of each client, and the team works closely with clients to develop personalized financial plans that align with their values and goals.

One of the key features of Unity Wealth Management is their commitment to accessibility. The company's offices are wheelchair-accessible, with a wheelchair-accessible car park and toilet facilities available on-site. This makes the company an excellent choice for clients with mobility challenges or other accessibility needs.

In addition to their financial consulting services, Unity Wealth Management also offers a range of other resources and tools to help clients manage their finances. The company's website includes a range of articles, guides, and other resources on topics related to financial planning, investment, and retirement. These resources are designed to help clients stay informed and make smart financial decisions.

When it comes to client feedback, Unity Wealth Management has received overwhelmingly positive reviews. With 7 reviews on Google My Business, the company has an average rating of 5/5, reflecting the high level of satisfaction among clients.

Overall, Unity Wealth Management is an excellent choice for anyone seeking financial consulting services. With a team of experienced professionals, a commitment to accessibility, and a range of resources and tools to help clients manage their finances, the company is well-positioned to help clients achieve their financial goals. If you're looking for a financial consultant that you can trust, be sure to check out Unity Wealth Management. Don't hesitate to contact them through their website at Website: unitywealthmanagement.co.uk to learn more and get started today.

Reviews of Unity Wealth Management

J W

5/5

Greg and his team work together to provide an excellent service. The sound financial advice I have received over several years has been very balanced and appropriate to my requirements. All communication by email or telephone is dealt with efficiently and effectively. The annual reviews are very useful and any further meetings deemed necessary can easily be set up. In all aspects I would highly recommend UWM. Go ahead and arrange a first meeting and you'll see for yourself!

Perry Leamon

5/5

We have been with Greg for about 5 years now and it took some time to decide to engage with a financial advisor after having bad experiences with 2 "financial experts" previous. Having searched the internet we decided to meet with Greg for our first meeting, this was very professional all be it in a way that made you at ease and took time to explain in layman terms as we were by no means experts in this field.
We decided to move forward with Greg as I was approaching retirement rapidly and did need help in planning our future financial needs.
Greg made this as smooth as he possibly could, as with all new ventures particularly when it is your hard earned cash you are trusting to somebody to manage we were nervous at first, however as time as moved on we became more comfortable and now leave it to Greg to look after our financial interest with 5 years of confidence now having been built. We still have our reviews and he is at the end of a phone if we need a chat.
I would recommend anyone requiring help in the field of financial help to get in touch with him it may be an hour well spent.

Kevin House

5/5

My wife an I decided to work with Greg and Unity after meeting with a wide range of advisors. Greg and Unity provide a balance of sound advice and good value in a way that was easy to understand, friendly and personal.

The meetings have all been focussed but with more than enough time to make sure that Greg understood what we were looking for and that we understood the choices available. With others I found that meetings were shorter with advisors interested in turning a handle and giving their pitch. With Greg we were confident that he understood our goals and that we understood the options available.

We were seeking advice over the timing of our retirement and how best to manage the set of pensions that we have collected. The tool's that Greg has enabled him to identify a great combination - keeping some pensions and changing others to help us to achieve our goals.

The initial consultation was absolutely without obligation - we met him twice, after which we had a good view of our options at no cost to us. This enabled us to test the market and meet with other advisors, it was 3 months later that we decided that Unity was the place for us.

Peter Hutchinson

5/5

I found Unity Wealth Management on line via google search . I read the reviews clients had posted & they were all good ones ! On choosing them I found their services very good . The presentation was comprehensive , very clear & easy to understand , whilst remaining fairly straight forward . The returns on my pension have been exactly as predicted & I`m more than happy with that . I`m very confident in this company , so much so I`ve Invested further with them & am sure I`m in safe hands with them . The team are all helpful , friendly & efficient . I would definitely recommend them to others , which normally I`m loathed to do . 5 star rating from me.

Graham Hayward

5/5

Easy to understand, sound financial advice. Very pleasant and courteous staff. All round good service. Highly recommended.

Michaem Birch

5/5

I found this company really helpful they give very good information that was easy to follow and I would recommend this company to other people

martin bolwell

5/5

Great, personalised service.Never too busy to help with even the smallest of queries. Thanks Greg and team