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Review Your Investments
If you are either not happy with your current advisor or you would like to review the investments you have and how they fit with your financial objectives, contact us today.

Contact us

Review Your Investments

If you are an International Expatriate reviewing your investments regularly is essential, especially if over the life of your investments you have lived in or intend to live in more than one country

If any of the following apply to you, please contact us today:

  • You have not reviewed your investments for at least 12 months
  • You are not in regular contact with a financial advisor
  • Your financial advisor or investment manager is performing below your expectations
  • Your financial advisor is not familiar with cross border matters
  • You are concerned that your investment strategy is not tax efficient
  • You are concerned that your investments are not correctly balanced
  • You would like an unbiased second opinion
  • You are concerned that you are paying excessive fees and charges

We understand International Expatriates like you. Our Financial Planning process will identify any weaknesses in your current investments and help you get back on track.

Get in touch with us today so we can help you.

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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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