What Is Financial Planning

Unity Financial has proven to be an inestimable partner in working my way through the complications of Italian reality, as a non Italian speaker who nevertheless has a home there. The full set of partners, availability, consideration, good advice, good cheer and friendship have made working with them a delight, all this in addition to first rate, professional service and advice.

Dr Alon Goshen-Gottstein, Director,
The Elijah Interfaith Institute,
Jerusalem

The Unity Finance Partners (UFP) team invested a significant amount of time and effort in identifying some major issues with my previous portfolio, whilst also displaying a genuine concern for what, in hind sight, was an unbalanced, unstructured and potentiallydisastrous portfolio. The financial advice offered by Paul Redmond was fit for purpose for my risk tolerance/age, and was presented in a way that a non financial person could easily understand and see the benefit of, and allwithout any form of pressure selling!

The UFP team is extremely professional, approachable, knowledgeable, and a pleasure to work with. They provide a first class service, which I will gladly recommend, given they have provided me with an excellent investment strategy which fits both my short and long term goals.

Brian Ross
Regional Manager Asia Pacific

Paul and his team at Unity Financial Partners invested significant time and effort in identifying the best solution for me, and in doing so provided me with invaluable advice which was not possible to obtain anywhere else, and which resulted in the most effective tax package with the optimum yield solution for my personal financial situation as a British expat living in Italy.

Anthony Randell, (Chartered Auditor)
Rome, Italy

Unity Financial Partners multidisciplinary team have consistently provided me with invaluable financial advice on investments, pensions and retirement planning. The team is efficient and professional and is able to communicate the many aspects of the financial industry in a manner that is straightforward and easy to understand.

The team is approachable, a pleasure to work with and have provided an excellent service in sorting out my finances and helping me plan for my retirement. I fully recommend Unity Financial Partners to anyone looking for sound financial advice and planning.

Richard Holland, (Petrophysicist)
Muscat, Oman

Having retired from the military and deciding to retire in Italy, I wanted a reliable company with people who could explain simply and clearly, how to set up a tax efficient investment compliant for the UK and Italy. Unity Financial Partners provided all of this in spades.

The personal service was excellent, nothing was too much trouble, everything was explained clearly and the set up was very efficient. I can strongly recommend Unity Financial Partners as a Financial Planning company who put the customer first, provide excellent support, sound advice and have set me up to achieve what I want for the future.

Thank You.

David Nield MBE, (NATO Retired)
Perugia, Italy.

I appreciate the in-depth work relating to investments and tax which you carried out on my behalf before proposing a solution which takes into account my specific requirements. I look forward to developing our ongoing relationship.

John B. McGhie, (Chartered Accountant)
United Nations, Retired, Rome, Italy