Unity Wealth Management - Fareham

Mike H.

First class and speedy action taken when required. I do not hesitate to recommend UWM.

Chris S.

Prompt and first class service from Unity Wealth Management.
Thanks for latest update Tammy.

grant M.

It’s a results based industry and my financial affairs are in a much, much stronger position than they would have been if I’d have consulted almost anyone else.

J W.

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 L.

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.

Peter H.

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.

Kevin H.

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.

Ian A.

Always helpful, responsive and offering great guidance