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Directorate

Neil Donnelly - Managing Director

Neil founded Unizone in August 2002. In addition to Company responsibilities including corporate strategy and financials, Neil looks after a diverse clientele, both personal and corporate. Neil tends to specialise in pre and post retirement planning which includes overseeing clients pensions, investments and estate planning. 20 years experience has been amassed in the financial services industry both within the banking world and independent financial adviser community. Neil is a keen sports fan and has followed his beloved Leeds United through thick and thin over three decades!
Neil Donnelly

Paul Southgate - Director

Paul has been a Director at Unizone since 2003, shortly after the company was founded. He has 15 years experience in the Financial Services Industry including 10 years as an Independent Financial Adviser. Paul has a diverse client bank and is well qualified to advise on all aspects of financial planning to include Pre and Post Retirement Planning; Trust and Estate Planning; Investments; Mortgages and Protection Arrangements. Paul is a keen footballer and cricketer and still manages to find the time to play most weekends in addition to having a young family. 		Paul Southgate

Paul Davey - Investment Director

As well as advising clients Paul is responsible for Unizone’s in-house investment process. This process sees Paul researching and analysing the vast range of investment houses and funds available to investors, tailoring portfolios specifically to client needs. With 22 years industry experience mainly working for investment houses, onshore and offshore life companies, Paul brings a wealth of investment experience to the business. A devoted family man and sports fan Paul attempts to combine the two by following Ipswich Town, this has proved a major challenge in recent years! 		Paul Davey

Andy Frettingham – Director

Andy holds a strategic position on the board and has gained industry experience dating back to 1981 having worked for both large and small UK based insurers prior to joining Unizone. Andy provides advice to individual and corporate clients on all aspects of financial planning including tax planning and pre and post retirement planning solutions. With his background Andy brings a wealth of experience to the company. In his spare time Andy plays golf at Felixstowe Ferry and is a season ticket holder at Ipswich Town.

Andy Frettingham