Business Details
22 Years
experience
Your Trusted Partner for Financial Adviser Solutions
Unity Wealth Management is a family-run financial planning and wealth management firm based in Fareham, Hampshire. Established in 2004, we combine extensive industry experience with a personal, transparent approach to delivering financial advice. Our team works closely with professionals, business owners, and individuals planning for retirement, specialising in simplifying complex financial matters through lifestyle-driven planning. We prioritise building strong client relationships to understand unique circumstances and long-term goals, operating with full transparency regarding fees and services.Our expertise spans investment management, pension planning, tax mitigation, and estate planning, supported by our Authorised and Regulated status with the Financial Conduct Authority. With clients across Hampshire, Dorset, and Sussex, we maintain an excellent reputation through independent review platform Vouchedfor, reflecting our commitment to client satisfaction and ethical practices.
Services
Portfolio Management
Pension Planning
Tax Mitigation
Estate Planning
Investment Management
Retirement Income Structuring
Life Assurance
Protection Policies
Cashflow Modelling
Wealth Transfer
Details
- Year established: 2004
Highlights and features
- We have 20 years of experience in lifestyle financial planning
- Our transparent fee structure ensures no hidden surprises
- We work with clients across Hampshire, Dorset and Sussex
- Our team includes award-winning financial planners
- We specialise in tax-efficient retirement income strategies
Associations and certifications
- Financial Conduct Authority
What people say
Excellent reputation on Vouchedfor
Transparent fee structure
Award-winning advisers
Personalised service
Expert pension planning
Services
Portfolio Management
Our portfolio management service offers tailored investment solutions for private clients, businesses and trusts. We manage various investment vehicles including ISAs, OEICs and offshore funds. Our approach focuses on risk profiling, diversification and long-term growth while maintaining flexibility to adapt to changing market conditions and client needs.
Pension Planning
We specialise in comprehensive pension planning covering pre-retirement accumulation, tax-efficient income structuring and death benefit optimisation. Our expertise includes SIPP management, annuity reviews and navigating complex pension tax rules to maximise retirement outcomes.
Estate Planning
Our estate planning service focuses on inheritance tax mitigation, trust establishment and legacy preservation. We help clients implement strategies to protect assets, reduce tax liabilities and ensure smooth intergenerational wealth transfer while complying with regulatory requirements.
Protection Policies
We provide tailored protection solutions including life assurance, critical illness cover and income protection. These policies ensure financial security for dependents, business continuity and protection against unexpected life events through comprehensive risk assessments.
Cashflow Modelling
Our cashflow modelling service visualises clients' financial futures using sophisticated software tools. This helps clients understand their financial position, plan retirement strategies and make informed decisions about major life events while maintaining tax efficiency.
People
Greg Simkin
Managing Director
Greg founded Unity Wealth Management in 2004 with a passion for unbiased financial advice. With extensive industry experience, he specialises in helping clients achieve financial certainty while maintaining his role as an award-winning financial planner.
Sarah Simkin
Marketing Assistant
Sarah manages Unity's marketing strategy with prior financial services experience across multiple roles. She ensures consistent messaging while balancing her family commitments and pet care responsibilities.
Yvonne Bartlett
Operations Director
With over 20 years' financial services experience, Yvonne oversees operational processes and business development. Her background includes pensions specialist roles, and she maintains active lifestyles through gardening and swimming achievements.
Jackie Matthews
Compliance Director
Jackie ensures regulatory compliance with her DipFA qualification and technical expertise. With extensive travel experience and outdoors interests, she maintains practical compliance solutions while enjoying horticultural pursuits.
Lindsey Hindson
Head of Financial Planning
Lindsey leads financial planning with 15+ years' experience across Hampshire and Isle of Wight. She specialises in accessible financial advice for life goals, balancing her work with travel aspirations and family commitments.
Questions
What financial planning services do you offer?
We provide lifestyle financial planning, pension management, investment portfolio management, tax-efficient income structuring, estate planning and protection policies tailored to individual needs.
How do you approach retirement planning?
We create personalized retirement plans considering lifestyle goals, tax efficiency, income structuring, and investment strategies to ensure financial security through cashflow modelling.
Are your fees transparent?
All fees are disclosed and agreed in advance with no hidden charges, ensuring complete transparency throughout our advisory relationship.
How do you help business owners?
We advise on tax-efficient profit extraction, business succession planning, commercial property purchases using pensions, and wealth protection strategies for business owners.
What areas do you cover?
While based in Fareham, Hampshire, we serve clients across Hampshire, Dorset and Sussex through our regional expertise and client relationships.
Reviews (6)
Michaem Birch
Jan 11, 2021
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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
Graham Hayward
Jun 18, 2020
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Positive:Professionalism,Quality
Easy to understand, sound financial advice. Very pleasant and courteous staff. All round good service. Highly recommended.
Easy to understand, sound financial advice. Very pleasant and courteous staff. All round good service. Highly recommended.
J. W.
Jun 18, 2020
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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
Dec 28, 2018
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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
Greg made this as smooth as he possibly could, as
Martin Bolwell
Oct 27, 2018
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Great, personalised service.Never too busy to help with even the smallest of queries. Thanks Greg and team
Kevin House
Jul 17, 2018
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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
