At Unity Financial Consultants LLP we work closely as a team to help deliver the best possible service to you. We believe that by being a small financial advice firm, allows us to focus directly on our clients’ needs as opposed to any large corporation or shareholder’s needs. This approach has benefited our clients over the years, knowing exactly what service we provide, and, having a personal point of contact that is always available. 

As well as the relationship you will have with your personal financial adviser, you will also have access to a dedicated team of experienced individuals working behind the scenes who take care of all the administration, research and reporting. This is where we believe the trust is built between a financial firm, and our clients, giving assurance that they know exactly who is engaged to provide the required support and services. 

Our Process 

In the first instance, we will arrange a meeting to discuss your current circumstances and your financial goals. Everyone’s goals are unique, and can range from buying a new house, planning for retirement, to protecting the financial future of your family or business. 

We gather as much information as possible at our first meeting, which allows us to build a picture of your current situation and your requirements. Once we have built a clear picture of what you want to achieve, we will then agree on what will happen next. 

We do not charge a fee for our initial meeting, and all fees are agreed in advance of any further work being undertaken. 

Your circumstances will change, so it makes sense to check the progress and appropriateness of your plans regularly. This way, not only will you find out how your plans are performing each year, we can also ensure we adapt as required to changes in your circumstances, and changes to legislation or taxation. 

Our Financial Planning process is designed to help you take control of your finances.