Lifetime financial planning for unique individuals

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Why Unividual?

Unividual’s name reflects our core belief that everyone is unique and individual. Your entire life is made up of a unique nexus of 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 finances.

What we do

Meet the Unividual family

The key ingredients to our business are our clients, our philosophy and our people. There are around 15 of us working in our London and Bath offices. Each member of the Unividual team is an essential part of the business and our people are devoted to doing their best for our clients day in, day out. Our ability to connect with clients is one of the reasons most of our business is from existing clients, who come back to us every year.

Meet the team

We are Chartered financial planners

Unividual has been a Chartered financial planners firm for over four years. Through our very own in-house financial planner academy, Unicademy, we now have six Chartered financial planners. Five of them are also Fellow of the Personal Finance Society. This makes Unividual one of the most respected financial planning firms in the UK. In 2019 Unividual were also awarded the Pension Transfer Gold Standard by the Personal Finance Society.

What are Chartered financial planners?

Can we help you?

Our financial planning model and business strategy means we have the resources and tools in place to help a huge variety of people across all areas of their finances. In short, whatever your circumstances, yes we can help you. Financial services has always been quite black and white. There are firms out there who work with thousands of clients, grouped together with rigid levels of service and ‘off the shelf’ advice. This is not ‘the Unividual Way’, we don’t live in the world that communicates and serves the traditional image of what a client looks like, a family man. We have clients that are men and women, from a huge array of backgrounds, many of whom are from the LGBTQ community and few people who even have a “2.4 children” family set up. Unividual was established over 20 years ago to offer bespoke advice, tailored to each unique individual or business. Whether you are saving for a house, want to start retirement planning, are keen to protect your family or business, or want to invest, you do you! We will help you achieve your financial objectives by giving the innovative, bespoke financial advice you need right now and for the rest of your life.

The Unividual Way

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