Unitas
Company Information
About
The Unitas Company
Formed
in 1985, Unitas provide investors with a discount broking service,
specialising in Unit Trusts, OEICs, ISAs, PEPs and Bonds. Investing
through them allows you to take advantage of discounted initial
purchase costs. They also provide an investment advisory service
– allowing investors to make informed investment choices by
providing the relevant facts and figures in a free comprehensive
bi-monthly newsletter.
Unitas help individuals make informed decisions. Their aim is to
make the investment process as smooth as possible by providing a
friendly and informative service. Teir success is attributed to
the dedicated service and the relationships they maintain with their
clients and their formula has proved to be very successful over
the years with the emphasis on quality research and personal service.
Unitas regularly meet with fund managers from various investment
groups which enables them to undertake extensive research of the
funds available, analysing investment styles, volatility and past
performance. Also, as highly regarded investment advisers, they
maintain strong relationships with the investment groups, allowing
them to continue to provide investors with competitive discounts
and to be amongst the first to hear of managerial changes and new
fund launches. They keep their clients up to date with the latest
industry news via this website and their newsletter.
Over the years Unitas have witnessed many changes including regulatory,
regulatory body changes and products changes. Although some of the
changes have been daunting, they have never changed their principal
philosophy of providing a friendly, professional service with discounts.
In October 2002, Unitas Investments Ltd became a wholly owned subsidiary
of Pantheon Financial Plc. Becoming a member of the Pantheon group,
enabled Unitas to benefit from the additional resource that a larger
organisation can provide including dedicated research and marketing
divisions. The acquisition of Unitas by the Pantheon group was a
meeting of like-minded companies that benefits both Pantheon and
Unitas clients.
The
group collectively presents a vast amount of industry experience,
providing a wealth of knowledge and expertise. Consultants are supported
by dedicated administration, research and marketing capabilities
ensuring that clients receive a first class, personal and above
all proactive service. The Pantheon group has established its credentials
by attracting a client base of both individuals and corporate bodies,
maintaining relationships with FTSE-100 companies, their directors
and senior executives.
As a group Unitas provide an excellent balance of core and specialist
services including:
Private Client:
- Tax
planning and specialist investment schemes
- Personal
protection
- Residential
mortgages
- Personal
pension planning and advice
Corporate Services:
- Pension
schemes
- Shareholder
protection
- Keyman
protection
- Corporate
protection schemes
Employee
Services:
- Share
option schemes
- Employee
& executive benefit strategies
- Wealth
management for directors and key personnel
- Retirement
& redundancy counselling
- Financial
education programmes
Unitas
is a trading name of Unitas Investments Ltd; an appointed representative
to Pantheon Financial Consulting Ltd, which is authorised and regulated
by the Financial Services Authority. Part of the Pantheon Financial
Plc group of companies.
9
Henderson Avenue
Scunthorpe
North Lincolnshire
DN15 7R
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