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Daniel Shillito
Financial Services Consultant at Unity Financial Partners
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Work Experience
Financial Services Consultant
Nov 2019 - Present · 5 years and 2 months
Director
Jul 2017 - Present · 7 years and 6 months
cobcoe
Board Member
Jul 2017 - Jun 2019 · 1 years and 11 months
Company Details
We provide sensible and intelligent financial planning solutions for International Expatriates. No Jargon, No Nonsense. Our Financial Planning process for International Expatriates has been designed entirely by our team of financial planning specialists at Unity and has been designed with the help of many of our long term clients. We are entirely confident that you will not find anything which comes close to being so comprehensive and effective in giving you a clear and easy to understand financial road map. We will normally arrange an appointment with you either to meet in person or online to go through our detailed first meeting process. This normally takes between 60 to 90 minutes. During the meeting we will take you through a disciplined process which is designed to fully understand you, your family, your current financial circumstances, your attitude to and understanding of investment risk, your life goals and your short, medium and long term financial objectives. We will highlight any obvious gaps in your current planning and any inconsistencies in your assumptions. The final part of the meeting is to clarify and agree on the next steps forward.
Year Founded
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Social Media
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Industry
Financial Services
HQ Location
Viale Shakespeare 47 Rome, 00144, IT
Keywords
Financial PlanningRetirement PlanningInvestment ManagementExpatriates in Italy
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