The gold standard

Unividual was first awarded Chartered Financial Planners status by the Chartered Insurance Institute in June 2015, and we have maintained our Chartered Status ever since. This is evidence of Unividual's commitment to retaining highly-qualified staff, continually developing our people and our strict adherence to the industry's standard code of ethics.

Unividual's service makes us unique

The CII is the world’s largest professional body dedicated to the financial services sector. It is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. Only the UK’s premier financial planning firms qualify for Chartered status.

Unividual has always taken a great deal of pride in being thoroughly professional in everything we do. We have worked hard to build this into our culture and everyone in our business is dedicated to delivering the highest of service to clients. To receive external recognition is evidence of all of our commitment to service and professional standards.


Fewer than 400 firms

Fewer than 400 firms have achieved Chartered status – it is a highly exclusive award reserved for the leading firms within the financial advice market. We work tirelessly to ensure clients receive a service that is meticulous, accurate and efficient. Just as importantly, we bring a great deal of empathy and heart to what we do, caring a great deal about outcomes for our clients and the advice we provide – no matter at what life stage a business, individual or family are at. Our team have been carefully hand-selected and we know them to be dedicated, intelligent and caring individuals. This mark gives us something to measure our business against so that we can keep striving towards being the best version of ourselves. You can be safe in the knowledge that our practices are reviewed by a leading governing body every year.

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