- The Unividual way
- Financial planning
- Personal advice areas
- Business advice areas
- Get in touch
No pressure at all! We have spent 20 years building an intelligent financial planning business so our clients have the knowledge and confidence to take control of their finances. When you are ready to start taking charge of your finances, we will be ready for you.
Unividual works with clients all over the country from Scotland all the way down to the south coast. We serve the entire country from our two offices in Bath and London. We take the time to pair up the right financial planner with each and every client and they are very used to travelling up and down the country for their clients. If you are ready to work with us, please fill in our contact form so either a financial planner or director can get in touch with you. We love to talk, so just pick up the phone if you prefer. Give us a call on our central line, 0330 353 0150, and one of our friendly members of staff will be able to help.
If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact: Intrinsic Complaints Department, Riverside House, The Waterfront, Newcastle upon Tyne, NE15 8NY. You can also email firstname.lastname@example.org or ring 0191 241 0700. Find our more information by visiting Intrinsic Financial Services. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service.
Unividual has five financial planners – if you want to get to know a bit more about each person, or if you know who you want to contact, head over to “find an adviser”. Read all about each one of them and feel free to get in touch directly with the right person for you. If you are unsure of who you should contact, don’t hesitate to pick up the phone or fill in a contact form – a director or financial planner will be in touch, very shortly after. Speak to you soon!