We are a family run lifestyle financial planning and wealth management firm based in Fareham, Hampshire. 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 don't believe in the cold and corporate wealth management approach - wherever you are in life, we can help you through our clear, collaborative style of advice.
Working with you to nurture, protect and grow your private wealth to achieve your goals. We are an experienced wealth management firm, with an emphasis on a personal and transparent approach, based in Fareham, Hampshire. Since 2004, our expert team has worked together with clients from all around the local area, across Hampshire, Dorset and Sussex.
Working with you to nurture, protect and grow your private wealth to achieve your goals. We are an experienced wealth management firm, with an emphasis on a personal and transparent approach, based in Fareham, Hampshire. Since 2004, our expert team has worked together with clients from all around the local area, across Hampshire, Dorset and Sussex.
Reviews (6)
Michaem Birch
Jan 11, 2021
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Graham Hayward
Jun 18, 2020
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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
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
Martin Bolwell
Oct 27, 2018
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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
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
