In A Nutshell

We’re home! Sterling work at Sterling House

Unividual believe in planning for the long-term and new offices at Sterling House in central Bath are just what they needed to help raise the bar for professional advice services across the South West and in the thriving city of Bath.

read more

Unividual move back home to Bath

Chartered financial planning firm Unividual has moved back to Bath after two years away from the city. The firm, founded in 2000, is moving from Hartham Park in Corsham to Grade II listed Sterling House on the Upper Bristol Road on Wednesday, January 30.

read more

Unividual awarded corporate Chartered Status for fourth year

The Chartered Insurance Institute (CII) has awarded the prestigious ‘Chartered Financial Planners’ title to Unividual for the fourth consecutive year. The CII is the world’s largest professional body dedicated to the insurance, savings and financial services sector. Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability. 

read more

Get in touch

The information collected will be used solely for the purposes of providing background information when contacting you to arrange an appointment.