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Thank you for the referral. If the person detailed above or his/her family members do conduct business with Unity Financial Partners, we will not disclose any details to you as all of our client's details and communications are strictly confidential.

We will advise you of the total number credits provided to you under the Member Credit Reward Programs as well as the total of all charitable donations which we make on your behalf but these reports will not contain any references to any specific person or persons.

 
 
 
 
Our Unique Charity Referral and Member Credit Reward Program
Unity Financial Partners is committed to helping charities which are working to improve the lives of those in need.

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Living or moving overseas from the UK with Pension Benefits?
Find out how you may be able to benefit from a QROPS.

1. No need to buy an Annuity
2. Income paid gross
3. No tax charge on passing assets to     Beneficiaries.

Do you have a UK Endowment Policy?
Did you know that you may be able to release the cash value of your UK endowment policy with up to 35%
more than the surrender value paid by the bank or insurance company who sold you the policy.

Perhaps you need access to cash or would like to look at more suitable investment options.
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