Financial planning

At Unividual we do things differently. Each of our clients is unique, so financial planning is bespoke across every area of your finances, instead of being generic. We coach and educate you, so you understand the different parts of your finances and have the power to make the right decisions.

What is financial planning?

We don’t need gimmicks, technical terms or flashy words. Financial planning can be explained in a way that everyone can understand. To operate at our level, finance is incredibly complex – but we take pride in breaking things down into bite-sized chunks. Find out what you should expect from financial planning when you work with Unividual.

What is financial planning?

A unique financial planning process

Unividual pioneered a bespoke financial planning model that serves all areas of your finances for the rest of your life. This is still a fresh approach to the industry today, which we have spent 20 years perfecting. To start with, every client has a free first meeting where we find out all about you. We also lay out our transparent pricing structure and find out whether working together could help you achieve your life goals. If you are happy to move forward, we then start the financial planning process.

How it all works

How does it benefit me?

Evidence shows that increasing and maintaining your wealth is one of the most tangible benefits of financial planning. Did you know, however, that there are actually seven other key benefits to working with one of Unividual’s Chartered financial planners?

The 7 key benefits

Our pricing structure

We’re very proud of Unividual’s reputation as a transparent business. We have an honest dialogue with clients about how we earn money and the value a client should receive when working with us. We focus on providing the best value to clients who have an enduring relationship with us.

Unividual’s fees

Who is financial planning for?

When you have important financial decisions to make which could impact on your future, this is when you need to seek financial advice. You might assume you are too young or you don’t have enough money. Some people think ‘I have lived this long without advice – why do I need it now?’ Others worry about the fact that they are too different ‘there won’t be a firm out there for people like me’. At Unividual we don’t judge or stereotype people – we welcome differences and enjoy variety. We also recognise that we all have to start somewhere and whilst we have a lot of wealthy clients, in some cases we have helped these clients initially create and then maintain that wealth. Age and wealth are relative. You have made a start on your research, so feel free to explore to find out whether financial planning is for you. If you are still not sure, start by having an open conversation with us to find out if we could help you.

Is financial planning for me?

Get in touch

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