Our progressive business has spent 20 years perfecting a financial planning model which is genuinely bespoke to each unique individual across all their finances. Get financial advice tailored to you
Unividual’s name reflects our core belief that everyone is unique and individual. We don’t stereotype or place people in boxes. Instead, our version of financial planning is bespoke to each client. We were founded by John Baxter in 2000. Find out how the Unividual story has shaped the business we are today, with a team of over 25 dedicated people across offices in Bath, Bristol and London.
Our mission when we created Unividual over 20 years ago was the same as it is today: to embrace people as unique individuals and deliver lifetime financial planning that is bespoke to each client. To achieve this, everyone who works for Unividual must strive for excellence in all that we do. If we don’t accomplish perfection, we seek to understand why so that we can continuously improve our business for the benefit of everyone around us.
Our ability to listen and connect with clients is one of the reasons why most of our business comes from existing clients year on year. We listen to what clients want, then ensure our financial planners and staff have the tools and training to deliver one of the best advice services in the industry.
We have spent over 20 years building an intelligent financial planning business, with people that can give clients the knowledge and confidence to take control of all their finances. We know how important it is to develop each person to become a contributing part of the financial planning process and deliver exclusive service. As Chartered Financial Planners, we’re committed to providing the highest standards and being the best that we can be.
Our clients, our philosophy and our people are the most important things to Univdual. There are around 25 of us working across our London, Bristol and Bath offices. Each member of the Unividual team is an essential part of the business so find out who we all are.
Unividual is committed to gender balance in financial services and diversity and inclusion in the workplace. We are one of the few businesses in the UK who have been invited on to the Women in Finance Charter. The financial services industry is ran by men and serves men and as a result women are on the brink of a finance epidemic. Find out how we are trying to lay the foundations to women and girls having much greater financial independence.
If you are looking for a career in finance and want to work for a people, diversity and community led business look no further. You won’t find another financial advice business like Unividual. We are one of a kind and developing your career at Unividual will be hard work and highly rewarding. Not only will you become a highly qualified finance professional but a well-rounded business person. Find out what it is like working for Unividual and what job opportunities we currently have available.
