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.
