Financial advice for unique individuals

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Financial planning tailored to you

Established in 2000, Unividual’s name reflects our core belief that everyone is unique and individual. Your entire life is made up of unique relationships, values, needs and aspirations, which is surrounded by the environment and context you live in. We don’t stereotype people. Instead, our version of financial planning is bespoke to you across every area of your personal and business finances, no matter if it is a one of piece of advice to start with or lifetime financial planning.

What we do

Hear from our clients

The reason we work so hard is the sense of achievement we get from helping clients transform their lives. One of the big challenges we face is people don’t understand how important financial advice is. In 2019 the Financial Conduct Authority reported that only 8% of the UK adult population received financial advice. Our industry needs to do more to help people understand the role financial advice plays. So last year we started writing free financial planning guides. Additionally, some of our clients have shared their financial advice journey so you can understand what value we could add to your life.

Financial Advice Case Studies

Award-winning Chartered financial planners

Unividual has offered Chartered financial planning services for over five years. Through our very own in-house financial planner academy, Unicademy, we now have six Chartered financial advisers. Five of them are also Fellow of the Personal Finance Society. Not only is Unividual one of the most respected financial planning firms in the UK but 80% of our business year on year is from existing clients and 66% of our new clients were recommended to use Unividual from people who know Unividual.  In 2019 Unividual were awarded the Pension Transfer Gold Standard by the Personal Finance Society. Most recently the business proudly became a signatory on the HM Treasury Women in Finance Charter too and our financial advisers are Top Rated on VouchedFor.

 

Why choose Chartered financial advice?

Can we help you?

Traditionally, the financial services industry has been rigid. Most firms work with thousands of clients all grouped together, with standardised levels of service and “off the shelf” financial planning. This is not the Unividual way, we don’t live in a world that communicates and serves the traditional image of what a client looks like. We have built our business so it can serve a huge variety of people across every area of their finances. We have clients that are women and men, from different backgrounds or cultures, many of whom are from the LGBTQ community, some families have “2.4 children” and others are far from it. Some of our clients are just starting out and saving for a house, others want to sort out retirement or grow their wealth by investing, and some just want us to do a complete overhaul of everything. Whether you are looking for a one off piece of advice to start with or lifetime financial planning we will be there for you over the years so you can make sound financial decisions alongside someone who cares and has the knowledge, experience and ideas to constantly be shaping your financial plan, completly bespoke to you.

The Unividual Way

Read our latest article: Why keeping money in your bank account could be costing you

Keeping  money in the bank might feel safe, especially when everything we own is in one place. This false sense of security though could be eating in to our savings. We look at some of the tools you can use to prevent the money you keep in your current account from losing value over time.

Read our latest article

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