Why choose us?
We thrive by helping you navigate, understand and simplify your financial life with safe, tax efficient and compliant solutions as well as fair, transparent fees and charges so that you can be firmly in charge of your life in Italy.
Your portfolio will be tailored specifically for your short, medium and long term goals and objectives and will take into account your ethical preferences.
You are at the centre of everything we do.
Unity Financial Partners have set up italyadviser.com following more than 15 years of unparalleled innovation and expertise in helping international clients to manage, grow and pass on their wealth in this ever changing and complex country that we call home.
The testimonials from long standing professional members of the international community in Italy whom we continue to serve with passion, dedication and integrity are as a result of always putting the needs of our clients first.
We are a dedicated financial planning service for international people from around the world who are resident in Italy.
Many of our clients are highly qualified financial professionals who appreciate our ability to provide simple and clear solutions in an environment where transparency can often be lacking.
A colleague recommended Unity Financial Partners. As a UK citizen and Italian tax resident I have found the depth of knowledge, the tools and the network that Paul and his team have developed have successfully supported the reorganisation of my financial arrangements to ensure compliance and efficiency with the local regulatory environment and leverage opportunities offered.
Anthony Saunders - Chartered Accountant and former Financial Director
Unity Financial Partners are past masters at identifying, analysing and resolving complex problems.They have helped me navigate Italy’s complex fiscal and financial environment and provided me with an easy to understand solution and the utmost transparency and integrity regarding fees and charges.
John J Law MBE - Retired Senior Banker and Ex-President of the British Chamber of Commerce for Italy.
Unity Financial Partners gave us the trusted advice we needed on how to structure our portfolio when we became Italian residents. We wanted low cost transparent charges, a portfolio of sustainable funds and to make sure that that we would not have any tax issues in Italy or elsewhere. We didn’t know what to do or where to go to get advice and are so pleased to have discovered Paul and the team at Unity. Paul explained everything carefully and gave us the confidence and clarity we needed. I have met many financial advisers but few with his integrity and honesty. We heartily recommend this firm to anyone in our position or any Italian resident looking to check how best to restructure their portfolio.
Mike Urmston - Former Chief Actuary at Aviva Life and Chair, Phoenix Life
© Unity Financial Partners
Italyadviser.com is a trading style of Unity Financial Partners Srl which is registerd 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 within the European Union and worldwide. Registered Office: Viale Aventino 80, Rome 00153. Administration Centre: Via Del Vespro 75, Messna 98122. Partita IVA/
Admin Office:
Messina 98123
Tel: (+39) 090 770171
