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.

Financial worries are common, but engaging with your finances and creating a long-term plan could ease stress.According ...
19/07/2026

Financial worries are common, but engaging with your finances and creating a long-term plan could ease stress.

According to research from Virgin Money (1 October 2025), 89% of people in the UK experience money worries, and a third said they experience this regularly.

Financial concerns can spill into other areas of your life. If you’re worried about money, you might struggle to sleep, concentrate at work, or give your relationships the attention they deserve. So, tackling financial stress could improve your overall wellbeing.

Here are seven ways a financial plan could reduce stress.

Financial worries are common, but engaging with your finances to create a long-term plan could ease stress. Discover seven ways financial planning could help you feel more confident about your financial future.

On 22 June, Keir Starmer announced he would quit as Labour Party leader. The decision had been anticipated in the media,...
16/07/2026

On 22 June, Keir Starmer announced he would quit as Labour Party leader. The decision had been anticipated in the media, but the changes still pose some uncertainty over the coming weeks. Read on to find out what it could mean for your finances.

On 22 June, Keir Starmer announced he would quit as Labour Party leader. The decision had been anticipated in the media, but the changes still pose some uncertainty over the coming weeks. Find out what it could mean for your finances.

From 6 April 2027, many unused pension pots will be included in Inheritance Tax (IHT) calculations.Since the government ...
13/07/2026

From 6 April 2027, many unused pension pots will be included in Inheritance Tax (IHT) calculations.

Since the government announced the change in the 2024 Autumn Budget, an increasing number of people have opted to withdraw their tax-free lump sum from their pension as soon as they can.

Before rushing to withdraw your lump sum, it’s important to take a step back and carefully review your financial plan. Here are five questions you should answer before making a decision.

With most unused pensions set to be liable for Inheritance Tax from 2027, more people are taking their tax-free lump sum early. Here are five questions to answer before deciding whether this is a suitable strategy for you.

On 8 May 2026, Sir David Attenborough celebrated his 100th birthday.A longtime protector of and advocate for our planet’...
09/07/2026

On 8 May 2026, Sir David Attenborough celebrated his 100th birthday.

A longtime protector of and advocate for our planet’s wildlife, even in older age, he maintains a profound passion for nature and a drive to change the world for the better. Over the years, he has imparted his wisdom, worldviews, and personal philosophy through our radios and television screens.

Inspired by his own words, here are five lessons you can learn from David Attenborough on how to live a more rewarding, longer life.

In celebration of his 100th birthday, here are five lessons inspired by Sir David Attenborough to help you achieve a more rewarding life.

Building wealth without a financial plan may be like searching for a destination without a map. You might miss the most ...
05/07/2026

Building wealth without a financial plan may be like searching for a destination without a map. You might miss the most efficient route, take an unnecessary detour, or miss your intended target altogether. A clear plan could be essential for helping you reach your goals. Read on to find out why a tailored financial plan matters.

Building wealth without a financial plan may be like searching for a destination without a map. You might miss the most efficient route, take an unnecessary detour, or miss your intended target altogether. A clear plan could be essential for helping you reach your goals.

As a business owner, how you pay yourself matters. Doing so without considering the tax implications could mean you miss...
02/07/2026

As a business owner, how you pay yourself matters. Doing so without considering the tax implications could mean you miss opportunities to make your income more efficient.

There isn’t a one-size-fits-all solution that will be suitable for every business owner. It will depend on your needs, long-term goals, and the structure of your business, which might also affect what’s appropriate. Seeking tailored financial advice could help you create a strategy that’s right for you.

Here are 3 ways you could tax-efficiently withdraw money from your business

As a business owner, how you pay yourself matters. Doing so without considering the tax implications could mean you miss opportunities to make your income more efficient.

Inheritance Tax (IHT) is a growing concern for many people in the UK, with increasing numbers of estates facing a rising...
25/06/2026

Inheritance Tax (IHT) is a growing concern for many people in the UK, with increasing numbers of estates facing a rising tax liability.

Read on to learn how the value of your estate could affect the amount you can leave behind tax-efficiently.

As the value of your estate grows, your Inheritance Tax allowance could reduce. Learn how the size of your estate can impact your tax-efficient allowance.

Once you have made an investment strategy, often doing nothing is the best course of action. Yet, it’s an approach that ...
21/06/2026

Once you have made an investment strategy, often doing nothing is the best course of action. Yet, it’s an approach that might be more difficult to stick to than you expect.

Here are 5 financial biases that could make doing nothing difficult

Once you have made an investment strategy, often doing nothing is the best course of action. Yet, it’s an approach that might be more difficult to stick to than you expect due to biases.

Like inflation, lifestyle inflation could affect your finances, and you might not be aware of the effects straightaway. ...
16/06/2026

Like inflation, lifestyle inflation could affect your finances, and you might not be aware of the effects straightaway. Find out how it might impede your ability to reach your goals and some ways to manage it.

Like inflation, lifestyle inflation could affect your finances, and you might not be aware of the effects straightaway. Find out how it might impede your ability to reach your goals and some ways to manage it.

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.

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Unit 7, The Gardens
Fareham
PO168SS

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

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