Financial planning and pension planning are intimidating undertakings, considering the bewildering choice of options available on the market. Professional advice and guidance are essential. This is where Unio have played a very valuable role for my wife and myself.
From the outset of our engagement, it was clear that this was more than just about providing a pension pot and/or selling a product. Unio were interested in developing a long-term relationship; recognizing that our financial needs are likely change over time.
Padhraic Kelly and his team took the time to form a holistic view of our needs and explained the various options and implications (e.g. inheritance tax and lifestyle changes) in straightforward language. We have found them to very accessible and responsive to any of our queries, which included valuable support in navigating the documentation required to establish our pension plan.
Whilst it is early days on our pension journey, the experience of dealing with Invesco has been very positive and bodes well for the future.
Client Overview I have been dealing with Conor Murray our Unio Advisor, I find Conor very professional, courteous and knowledgeable in the advice he gives to me. He is excellent at explaining complex pension and investment matters, in making them easy to understand. I highly recommend him to anyone seeking independent financial advice in such…Read More
Client Overview Padhraic Kelly from Invesco has been advising and helping me with financial matters for the past 5 years, and has been an excellent guide on setting up and managing pension scheme, investment choices, life insurance, income protection insurance, family spending etc. Each year as family circumstances have changed, for example with the arrival…Read More
Client Overview Even before the lock down, I must emphasise that the care and attention from Unio has been exemplary. And in the current climate they have continued to provide quality updates. Their regular 60 second snapshots are a case in point. I greatly appreciate Richard White’s support together with inputs from his colleagues. Further…Read More
Client Overview I have been a customer of Invesco since May 2016, my experience with Miceal Gunning and his team has been exceptional, their experience and depth of knowledge in Pensions & Investments is excellent. Our meetings and interactions have been very informative and Invesco provide financial advice which is explained in simple terms and…Read More
Client Overview I would highly recommend Unio to anyone who really does not know anything about Pensions or how to invest their money or anyone who needs sound financial advice from such a professional Team. Padhraic Kelly is an absolute credit to Unio and made my very difficult process very easy as he was always…Read More
Client Overview My Wife and I have been dealing with Micael Gunning for almost 2 years now. We have enjoyed the benefit of excellent pensions and investment advice coupled with a high degree of efficiency, proficiency and professionalism from Micael. Our satisfaction with Unio and in particular with Micael is unparalleled. We have always been…Read More
Client Overview Unio were excellent to deal with. Through recent difficult times, all calls were returned and I was always kept up to date regarding my particular process. In particular Mr Lee C. who was very professional, knowledgeable of the products and a very polite gentleman to deal with. Further TestimonialsRead More
Client Overview My wife and I recently availed of financial planning services from the Unio team. From start to finish they have supported us to make important decisions about our future. All aspects of financial planning, the merger and transfer of pensions from UK were dealt with expertly and courteously. Rarely have we experienced better…Read More
Client Overview Financial planning and pension planning are intimidating undertakings, considering the bewildering choice of options available on the market. Professional advice and guidance are essential. This is where Unio have played a very valuable role for my wife and myself. From the outset of our engagement, it was clear that this was more than…Read More