Successful investing begins with setting out clear measurable goals. Investment planning is an important component of Financial Planning.
Our life planning process will help you to identify your short, medium and long term financial goals.
As an International Expatriate, it is important that your investment planning can be maintained if you relocate to another country without needing to sell investments only to repurchase the same type of investments each time you move.
We only recommend strategies which are portable and liquid. All of our lump sum strategies are managed and operated in The UK under the strictest possible regulations by UK Qualified Chartered Wealth Managers.
Get in touch with us today so that we can help you get started.
Unity Financial Partners Srl is registered with IVASS Italy and The FCA (Financial Conduct Association) UK. IVASS Reg No: B00035674, FCA Reg No:578179. 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, Italy. Administration Centre: Via Del Vespro 75, Messina 98122. Partita Iva/VAT Number 11038671001.
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