We are incredibly passionate about what we do and pride ourselves on providing our clients with the highest level of customer service. We believe that our staff should be open and approachable, so everyone can be contacted directly
We achieve this via our dedicated, motivated, and enthusiastic advisers who are formally trained and professionally qualified to provide financial advice to you. When choosing UM to assist you in meeting your requirements, you can be assured of dealing with experienced professionals committed to providing you with a first class service.
We know that having a home is one of the top priorities in your life. That is why we do comprehensive financial planning and advice. We can tailor a financial strategy based on your goals and objectives.
As part of our financial planning process, we ensure your investment goals and life aspirations are carefully aligned. Once we have reviewed your current position and arrangements, we will provide you with specific recommendations and explain the risks and benefits of our recommendation.
As soon as you are happy with our recommendations, we will assist you in completing the relevant paperwork. We will be there to help you as your financial plan evolves in your life.
You can contact us using the following details for any type of inquiry.