Unity Wealth Management Limited

Reference number: 774324

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When unitywealthmanagement.co.uk first appeared online, and whether it can receive email
  • What kind of line 01329 888494 is
  • Who else gives the postcode PO16 8SS
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • Bright Future Investments Trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (6 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
06250715
Company status
Active
Company type
Private limited company
Incorporated
17 May 2007 (19 years old)
Registered office
7 The Gardens, Fareham, Hampshire, PO16 8SS
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Greg John Simkin Director Jun 1975 17 May 2007 2 other companies
Jacqueline Ann Matthews Director Apr 1966 20 Dec 2019 None
Yvonne Bartlett Director Apr 1980 18 Mar 2021 None
Sarah Jane Simkin Secretary Not published 17 May 2007 –

Other companies run by these 3 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
2
closed down
2

In the full report: all 2 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • All 4 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 September 2025Small company accountsNot audited

Net assets

£642k

−15% from £757k

Cash at bank

£119k

−71% from £406k

Employees (average)

9

Same as 9

Owed within a year

£108k

−40% from £179k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 06250715. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Unity Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (8) All events (17)

2020

9 January 2020

  • Gregory John Simkin stopped being a part-owner
  • Sarah Jane Simkin stopped being a part-owner
  • Unity Wealth Holdings Limited took control (75–100% of shares)

Companies House

2017

27 November 2017

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

2016

6 April 2016

  • Gregory John Simkin became a part-owner (25–50% of shares)
  • Sarah Jane Simkin became a part-owner (25–50% of shares)

Companies House

2007

17 May 2007

  • Incorporated at Companies House

Companies House

In the full report: all 17 events

  • All 17 events in its history (8 shown here)
  • Every director appointment and resignation: 5
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Firms connected to Unity Wealth Management

Other FCA-listed firms that share a director, phone number or address with Unity Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
2
share its postcode
2

In the full report: all 2 connected firms, named

  • How each is linked: the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like Unity Wealth Management

Other firms of the same type (financial adviser), nearest first.

In Fareham

Bespoke Wealth LimitedFarehamAuthorisedCooper Maverick LLPFarehamAuthorisedDavid Winter Independent Financial Advisers LimitedFarehamAuthorisedDeep Blue Financial LimitedFarehamAuthorisedGarwood Wealth Management LimitedFarehamAuthorisedGreenspace Sustainable Financial Planning LtdFarehamAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Unity Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 2 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 17 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Unity Wealth Management Limited FCA authorised?
Yes, Unity Wealth Management Limited (FRN 774324) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since November 2017 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Unity Wealth Management’s phone number and website?
The FCA register lists the phone number 01329 888494 and the website unitywealthmanagement.co.uk for Unity Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Unity Wealth Management a scam or clone?
Unity Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Unity Wealth Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Unity Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Unity Wealth Management?
Unity Wealth Management is owned by Unity Wealth Holdings Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 9 January 2020. Before that, it was controlled by Gregory John Simkin and Mrs Sarah Jane Simkin.
Who runs Unity Wealth Management?
Companies House lists 3 directors of Unity Wealth Management: Greg John Simkin, Jacqueline Ann Matthews and Yvonne Bartlett.
How long has Unity Wealth Management been in business?
The company was formed on 17 May 2007, and has held its current FCA authorisation since November 2017.
What do Unity Wealth Management’s latest accounts show?
Its latest accounts, to 30 September 2025, show net assets of £642k (−15% from £757k) and cash at bank of £119k (−71% from £406k).
Does Unity Wealth Management use any other names?
It trades as Bright Future Investments.

Sources and links

The full report on Unity Wealth Management Limited

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