What is Retirement Planning?

Having retired from the military and deciding to retire in Italy, I wanted a reliable company with people who could explain simply and clearly, how to set up a tax efficient investment compliant for the UK and Italy. Unity Financial Partners provided all of this in spades.

The personal service was excellent, nothing was too much trouble, everything was explained clearly and the set up was very efficient. I can strongly recommend Unity Financial Partners as a Financial Planning company who put the customer first, provide excellent support, sound advice and have set me up to achieve what I want for the future.

Thank You.

David Nield MBE, (NATO Retired)
Perugia, Italy.

Unity Financial has proven to be an inestimable partner in working my way through the complications of Italian reality, as a non Italian speaker who nevertheless has a home there. The full set of partners, availability, consideration, good advice, good cheer and friendship have made working with them a delight, all this in addition to first rate, professional service and advice.

Dr Alon Goshen-Gottstein, Director,
The Elijah Interfaith Institute,
Jerusalem

I appreciate the in-depth work relating to investments and tax which you carried out on my behalf before proposing a solution which takes into account my specific requirements. I look forward to developing our ongoing relationship.

John B. McGhie, (Chartered Accountant)
United Nations, Retired, Rome, Italy

Paul and his team at Unity Financial Partners invested significant time and effort in identifying the best solution for me, and in doing so provided me with invaluable advice which was not possible to obtain anywhere else, and which resulted in the most effective tax package with the optimum yield solution for my personal financial situation as a British expat living in Italy.

Anthony Randell, (Chartered Auditor)
Rome, Italy

On retiring from the UN in Rome, I was confronted with how to invest my savings wisely. Paul and his team at Unity Financial Partners provided calm and objective advice on routes to sensible investments; much appreciated as well, their efforts to simplify the bureaucratic spiders webs. I strongly recommend Unity for those that don't wish to spend a major slice of their life studying investments and tax affairs.

Dr Rod Cooke , ex- Division Director, UN
Rome

Unity Financial Partners multidisciplinary team have consistently provided me with invaluable financial advice on investments, pensions and retirement planning. The team is efficient and professional and is able to communicate the many aspects of the financial industry in a manner that is straightforward and easy to understand.

The team is approachable, a pleasure to work with and have provided an excellent service in sorting out my finances and helping me plan for my retirement. I fully recommend Unity Financial Partners to anyone looking for sound financial advice and planning.

Richard Holland, (Petrophysicist)
Muscat, Oman