First and foremost, our objective is to understand you. Where you are now and where you want to get to.
Our Financial Planning process for International Expatriates has been designed entirely by our team of financial planning specialists at Unity and has been designed with the help of many of our long term clients. We are entirely confident that you will not find anything which comes close to being so comprehensive and effective in giving you a clear and easy to understand financial road map.
We will normally arrange an appointment with you either to meet in person or online to go through our detailed first meeting process. This normally takes between 60 to 90 minutes. During the meeting we will take you through a disciplined process which is designed to fully understand you, your family, your current financial circumstances, your attitude to and understanding of investment risk, your life goals and your short, medium and long term financial objectives. We will highlight any obvious gaps in your current planning and any inconsistencies in your assumptions. The final part of the meeting is to clarify and agree on the next steps forward.
You will not be charged a fee for the initial meeting. If at the end of the initial meeting you do not wish to proceed any further, we will respect this. We do not cold call and the majority of our clients come to us by way of referral. We respect your right to privacy.
The next stage will be to draw up a detailed set of recommendations which details all fees and charges. All of the lump sum investment strategies we employ on behalf of our clients are UK based, UK FCA regulated and under the retail distribution review where all fees and costs are entirely transparent. Importantly, there are no hidden costs, no entry costs for individual investment funds and no management fees from individual investments which are being paid back to us or the investment manager.
We will conduct regular reviews with you. If your personal or financial circumstances change, if you relocate or if there is any event which requires an adjustment of your financial plan, we will help you to make the best and most suitable alterations. We look forward to being of service.
Unity Financial Partners Srl is registered with IVASS Reg No: B00035674. Unity Financial Partners is able to passport services throughout the European Union. Unity Financial Partners also facilitates services via a network of affiliated professional partners who are separately registered and regulated in their own right both within The European Union and worldwide. Registered Office: Viale Aventino 80, Rome, 00153. Administration Centre: Via Del Vespro 75, Messina 98122. Partita Iva/VAT Number 11038671001.
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