I first joined the financial services industry in 1998 because I was concerned that a large proportion of the general public and the business community were being provided with advice on a generic basis. This provides advice on a one size fits all approach which I believe is inadequate and will not result in the client receiving the best advice to suit their specific needs.
I want my company to offer the highest levels of bespoke quality advice to our clients. To be able to achieve this objective it is vital to understand that every single person has a differing set of circumstances and objectives. This is implicit in the ability to provide a solution that can be tailored to the specific needs of that individual.
The name Unividual stems from this fact. Each of us is unique and individual. At Unividual we do not stereotype, nor place people in “boxes”. We understand that each individual has a unique set of financial circumstances and objectives.
You may need to consider your family or your business finances or plan for unfortunate eventualities. Whatever the unique financial requirements you have as an individual we are here to help.