0330 038 8941
Based in Fareham
View locationChecks carried out by VouchedFor
FCA Regulated
Greg and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 May 2025
Greg and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
19
Recent Client Reviews
Greg has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Greg has received 19 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 12 May 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Greg has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Greg has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Greg has not yet added their fees to their profile
Fees not yet added
Greg has not yet added their fees to their profile
23
Positive First Impressions
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Greg (based on 23 first impressions)
96% of users who are not yet clients had a positive first experience with Greg
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Greg (based on 23 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Greg and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 May 2025
Greg and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
19
Recent Client Reviews
Greg has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Greg has received 19 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 12 May 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Greg has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Greg has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Greg has not yet added their fees to their profile
Fees not yet added
Greg has not yet added their fees to their profile
23
Positive First Impressions
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Greg (based on 23 first impressions)
96% of users who are not yet clients had a positive first experience with Greg
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Greg (based on 23 first impressions)
I specialise in providing Financial Planning advice to Corporate Executives, Self Employed Contractors and Small and Medium size Business Owners. I really do believe that the advice I give can change lives and give you the life style you want without fear of running out of money! Feel free to contact us by phone or email to arrange a no obligation meeting to discuss how we can help you.
Offers available through VouchedFor
Contact Greg through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Greg's clients
Based on responses provided by clients who have reviewed this adviser
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Adviser Disclaimer
Unity Wealth Management Limited is authorised and regulated by the Financial Conduct Authority