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Financial advice for unique individuals

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Who are we?

Established in 2000, Unividual is a Chartered Financial Planning business. Our name reflects our core belief that everyone is unique and individual. Your entire life is made up of unique relationships, values and needs, surrounded by the environment you live in. We don’t stereotype people. Instead, our version of financial planning is bespoke across every area of your finances. You don’t have to be “rich” or “elderly” to benefit from financial advice, so put any worries or objections aside. Whether you are looking for one-off personal or business advice, or need a complete overhaul, Unividual will increase your financial literacy, improve your stability and organise your money, your way.

Find out more about financial planning

What do we do?

Throughout life you will come across key milestones that affect your finances. Our role is to help you improve your financial situation, safeguard you against your biggest financial fears and help you overcome financial challenges so you can achieve what you want from life. The challenge that hinders us from achieving this is people don’t understand the role financial advice plays. In 2019 the Financial Conduct Authority reported only 8% of UK adults received financial advice. The industry needs to do more to help people understand what we actually do as financial advisers. We now give more knowledge away for free and everyone has access to Unividual’s free financial planning guides, finance blog articles and videos. Our clients are also passionate about our mission so they have shared their financial planning journey case studies so you can understand how affordable financial advice is and the role a financial adviser plays in improving wellbeing and financial security.

Financial Advice Case Studies

Can we help you?

Traditionally, financial services has had a rigid group of advice firms working with thousands of clients grouped together, receiving standardised, “off the shelf” financial planning. This is not the Unividual way, we don’t live in a world that serves the traditional image of what a client looks like. Unividual serves a diverse range of people. In 2020 50% of our clients were women and 50% men, clients are from different backgrounds and cultures, many are from the LGBTQ community, some families have “2.4 children” and others are single professionals. Some clients are just starting out by buying their first home and others are ready to finalise their retirement plans.  Whether you need a one off piece of advice or want ongoing financial planning, all of us at Unividual will work hard to ensure you make sound financial decisions, alongside a financial adviser who cares and has the expertise to constantly shape your financial plan.

Is financial planning for me?

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