Unity Wealth Management

Unity Wealth Management Getting the most from your finances can often seem complicated. We can help you build a stronger future. www.unitywealthmanagement.co.uk

We specialise in providing independent financial planning and advice in the Fareham, Southampton and Portsmouth areas to: Pre and at Retirement Clients, Small and Medium Sized Business Owners.

When you have big goals, it’s easy to get overwhelmed.Rather than focusing on the long road ahead, it can help to take y...
12/05/2026

When you have big goals, it’s easy to get overwhelmed.

Rather than focusing on the long road ahead, it can help to take your journey one step at a time. By breaking your objectives down into regular, smaller milestones, you can make your goals feel less overwhelming.

Read on to learn how this “marginal gains” approach could empower you to make steady, continuous progress in improving your wellbeing.

When you’re looking to boost your wellbeing, even just a few small changes to your lifestyle can have a big impact. Learn more about the marginal gains approach and how it could help you improve your wellbeing.

Research suggests that many small business owners and self-employed workers aren’t prioritising their retirement and cou...
05/05/2026

Research suggests that many small business owners and self-employed workers aren’t prioritising their retirement and could face uncertainty later in life as a result. However, opening a pension could benefit both you and your business. Read on to find out why..

Research suggests that many small business owners and self-employed workers aren’t prioritising their retirement, and could face uncertainty later in life as a result. However, opening a pension could benefit both you and your business.

Managing your pension doesn’t stop once you retire and start to draw an income from it. In fact, your pension still need...
30/04/2026

Managing your pension doesn’t stop once you retire and start to draw an income from it. In fact, your pension still needs careful attention in retirement – just as much as when you were contributing – to ensure you don’t deplete it too quickly.

Research suggests that many retirees aren’t taking professional advice and are potentially making financial decisions they’ll regret in the future.

Managing your pension doesn’t stop once you retire and start to draw an income from it. In fact, it’s just as important to remain engaged with your pension once you start depleting it as it was when you were contributing to it to avoid spending it too quickly.

Deciding how you’d like your assets to be managed later in life and after you pass away may be intimidating. However, a ...
23/04/2026

Deciding how you’d like your assets to be managed later in life and after you pass away may be intimidating. However, a cashflow model could help you answer both financial and emotional questions, so you’re in a better position to tackle your estate plan. Read on for further insight .

Deciding how you’d like your assets to be managed later in life and after you pass away may be intimidating. However, a cashflow model could help you answer both financial and emotional questions, so you’re in a better position to make important estate planning decisions.

The current situation in the Middle East has led to market volatility. While it might seem new, similar movements have h...
19/04/2026

The current situation in the Middle East has led to market volatility. While it might seem new, similar movements have happened before, and looking at how these events have affected investor behaviour could be useful.

These external factors may be affecting the value of your investments.

The current situation in the Middle East has led to market volatility. While it might seem new, similar movements have happened before, and looking at how these events may affect investor behaviour could be useful.

Financial shocks can have a devastating effect on your short- and long-term finances. While you can’t remove the unexpec...
14/04/2026

Financial shocks can have a devastating effect on your short- and long-term finances. While you can’t remove the unexpected from your life, it is possible to be prepared, and a cashflow model could help you identify how.

A cashflow model is a powerful tool that financial planners can use to show how your wealth might change over the long term in various scenarios. Read on for more information

Financial shocks can have a devastating effect on your short- and long-term finances. While you can’t remove the unexpected from your life, it is possible to be prepared, and a cashflow model could help you identify how.

Once you’ve set out your investment goal and strategy, what comes next? Often, it’s time to test an important investment...
09/04/2026

Once you’ve set out your investment goal and strategy, what comes next? Often, it’s time to test an important investment skill – your patience.

Usually, investment strategies require a long-term outlook, so you need to be patient to achieve your goals. While it might be tempting to adjust your portfolio based on the news or market movements, for the average investor, creating a strategy that’s aligned with their goals and risk profile, and then holding assets long-term, could prove more effective.

Here are 5 practical steps that could improve your patience

Once you’ve set out your investment goal and strategy, what comes next? Often, it’s time to test an important investment skill – your patience. With investment strategies usually covering long time frames, composure is essential.

When you’re establishing a business, it can be easy to neglect your personal finances. You might feel that you don’t hav...
02/04/2026

When you’re establishing a business, it can be easy to neglect your personal finances. You might feel that you don’t have the time, or you simply plan to use your business to support long-term goals. Yet being proactive and working with a financial planner could be beneficial.

Here are five reasons to work with a financial planner as a business owner.

When you’re establishing a business, it can be easy to neglect your personal finances. You might feel that you don’t have the time or you simply plan to use your business to support long-term goals. Yet being proactive and working with a financial planner could be beneficial.

People often focus on maintaining their health as they age. They might set goals to stay active or eat well. However, th...
29/03/2026

People often focus on maintaining their health as they age. They might set goals to stay active or eat well. However, there’s one area that you might have overlooked – joint health.

Your joints play a crucial role in everyday mobility, comfort, and independence. Poor joint health can limit your lifestyle as you age, yet it rarely gets attention until pain or stiffness appears.

Here are three practical tips to help you look after your joints.

People often focus on maintaining their health as they age. They might set goals to stay active or eat well. However, there’s one area that you might have overlooked – joint health. Find out how you could protect your joints.

Next year, a significant change to how pensions are treated when calculating Inheritance Tax (IHT) could mean more famil...
24/03/2026

Next year, a significant change to how pensions are treated when calculating Inheritance Tax (IHT) could mean more families become liable for the tax. Here’s what you need to know to understand if your estate could be affected and how you might mitigate a potential bill.

Next year, a significant change to how pensions are treated when calculating Inheritance Tax could mean more families become liable for the tax. Find out what you need to know to understand if your estate could be affected and how you might mitigate a potential bill.

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Unit 7, The Gardens
Fareham
PO168SS

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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