Unity Financial Partners

We provide sensible and intelligent financial planning solutions for International Expatriates. No Jargon, No Nonsense. 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.