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 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

Award-winning Chartered financial planners

Unividual is one of the most respected financial planning firms in the UK. 80% of our business, year on year, is from existing clients. In 2020 66% of our new clients were recommended to use Unividual from people who know Unividual.  Unividual is a Chartered financial planning firm and through our very own in-house financial planners academy, Unicademy, we now have six Chartered financial advisers. Four of them are also Fellow of the Personal Finance Society. 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, 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?

A good place to start: Read our ultimate guide to financial planning

The first step is to understand why people use a financial adviser. In this guide read how the industry works, the psychology behind how you manage your money and find out about the coaching advisers give to help combat biases. We round everything up with some tips on how you can manage your finances on your own, if that is the route you want to go down, and what the next steps are if you want to start working with one of Unividual’s advisers.

What is financial planning

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