Unity Wealth Management

At Unity Wealth Management Ltd, we are a family run lifestyle financial planning and wealth management firm based in Fareham, Hampshire. We take pride in delivering genuine, honest financial advice, helping to build a stronger future for you and your family. Our experienced team has worked together with clients from all around the local area, across Hampshire, Dorset, and Sussex, since 2004.

Our Services

We work closely with professional people, business owners, individuals, and couples thinking about their retirement to help them meet and exceed their financial goals. We understand that getting the most from your finances can often seem complicated, and that's why we make it our mission to make the complex simple. Our expert team will collaborate with you to manage your investments, structure your retirement income, mitigate tax, and achieve your financial goals.

Whether you're looking to nurture, protect, and grow your private wealth or seeking guidance on how to make the most of your hard-earned money, we're here to help. Our clear, collaborative style of advice sets us apart from other wealth management firms, and we're committed to providing personalized, transparent, and honest advice that puts your needs first.

Our Approach

We believe that managing your wealth shouldn't be a complex, intimidating process. That's why we take a clear, straightforward approach to wealth management, working closely with you to understand your goals, aspirations, and concerns. We're not just about managing your investments; we're about helping you build a brighter financial future that aligns with your values and priorities.

Our team of experts will work with you to create a tailored financial plan that addresses your unique needs and objectives. We'll help you navigate the complexities of tax, investments, and retirement planning, and provide you with the guidance and support you need to make informed decisions about your financial future.

Why Choose Us?

At Unity Wealth Management Ltd, we're committed to delivering exceptional service, expert advice, and personalized support to our clients. We're proud of our reputation for honesty, transparency, and integrity, and we're passionate about helping our clients achieve their financial goals.