Unividual - Guiding you on the right path

Unividual Ltd, Hartham Park, Hartham Lane, Corsham, Wiltshire, SN13 0RP

Phone: 0330 353 0150   -   Fax: 0330 353 0162
Email: headoffice@unividual.co.uk

Chartered Financial Planners

Unividual Is Gold Standard For Financial Advice

At the start of 2016 Unividual were recognised by the Chartered Insurance Institute as being the industry’s gold standard of financial planners. The business was awarded Chartered Financial Planners status, after demonstrating how Unividual satisfies the rigorous qualification criteria, like retaining highly-qualified staff who subscribe to the membership conditions of the CII. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics.

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. 

Cherie-Anne Baxter, Marketing Director of Unividual says: "Securing Chartered status is a landmark for Unividual. We have always had a great deal of pride in being thoroughly professional in everything we do. We have worked hard to build this in to our culture and everyone in our business is dedicated to delivering the highest of service to clients.

To receive external recognition in this way is rewarding for us all and spurs us on to achieve even more. This is evidence to all our clients of our high levels of commitment to service and the professional standards we adhere to.” 

John Baxter, Managing Director for Unividual added “To date, fewer than 400 firms have achieved Chartered status, this really is a highly exclusive award reserved for the leading firms within the financial advice market.  We work tirelessly to ensure our clients receive a service that is meticulous, accurate and efficient. Just as importantly we provide a great deal of empathy and heart in 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 are some of the most dedicated, intelligent and caring individuals I have had the pleasure of working with. This mark is as much recognition for each and every member of the team as it is for our business”


Require Advice?

Call 0330 353 0150
or alternatively we can call you