We Know More About Financial Planning For International Expatriates Than Any Other Firm. Put Us To The Test And See The Difference.
Paul Redmond: Managing Director
Paul began his career in the fast track management program of Scotland’s oldest bank before moving into International Cross border Financial Services. Paul set up his first international firm operating across South East Asia in 1999. As Europe began to move towards a single market for financial services, Paul realised that there was a real opportunity to create a global business which would provide the very best intelligent and comprehensive cross border financial planning advice provided by the very best financial professionals. Unity Financial Partners was born in Rome in 2009 and was the first firm of its kind to set up under Italian licenses and passport services out to the rest of Europe and beyond, the first firm to bring a comprehensive range of English language services into the Italian Market and the first firm to bring bespoke investment solutions under UK RDR to Italy and now to our clients living across Europe and beyond.
Paul holds The European financial adviser and ESG adviser qualifications through the European Financial Planning Association as well as UK and international financial planning qualifications through The UK Chartered Insurance Institute and works with international professionals to help create and implement clear and measurable financial plans based on trust and transparency.
Giuseppe Marino: Director & Legal Representative
Giuseppe qualified as a lawyer in Italy before moving into Financial Services, managing a large team at Allianz and then moving on to head up Sintesi Spa as CEO obtaining further qualifications through Consob and ISVAP in Italy. Giuseppe specialises in advising companies and high net worth individuals on complex local and cross border financial solutions. Giuseppe has an exceptional understanding of financial regulation and a substantial network of trusted financial and legal professionals across Europe.
Annibale Sorbera: Director & Head of Administration
Annibale is a Chartered Accountant, Registered Auditor and holds a Masters in Financial Administration. Annibale has an unparalleled working knowledge of financial administration and compliance. Annibale also assists our clients in Italy with help and advice in navigating complex financial beurocracy.
Prof. Salvatore Alioto: Head of Tax
Salvatore is a Chartered Tax Advisor and Chartered Auditor and has a Phd in Banking and Financial Management. Salvatore is the sitting Professor of Financial Institutions at Rome La Sapienza University. Salvatore provides our clients with comprehensive expertise on tax planning and works with our network of International tax experts to ensure our clients have the very best help and advice.
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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