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Financial Advice Bath

Unividual are a progressive, indy financial advice business with our head office in the heart of Bath. Our award-winning, Chartered Financial Planning business works with people and businesses across Somerset, Bristol, Wiltshire, Gloucestershire and across to Wales.

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Bath's very own Financial Advice firm

Our Bath financial advisers, based in the heart of the city, are some of the best in the financial services sector. They make financial advice approachable and they pride themselves on not stereotyping people or putting them into cliché boxes. No matter whether you want a one off piece of advice, are keen to improve your financial independence or want a complete overhaul of your finances in every area, any of our financial planners & financial guides tailor advice to you, The Unividual Way.

We have offices across the country but our head office is in Bath at Sterling House, a large Georgian property in Bath’s city centre, no more than 15 minutes walk from the historic Roman Baths and Bath Spa train station. Bath actually has a large number of financial services businesses housed in the city such as Hargreaves Lansdown, London and Country Mortgages and Seccl, who recently became part of Octopus Investments. Bath has a strong pool of talented professionals fuelled by the University of Bath and Bath Spa University. Most of our financial planners in Bath graduated from Unicademy, our in-house Chartered Financial Planner training school. With a ten year lease on our offices, we are settled in for the long-haul. We are spread over four floors to give us plenty of working space, room for our staff to focus or relax and plenty of financial planning meeting rooms for our clients to feel comfortable in.

Come find us on the Upper Bristol Road

Office Address: Sterling House, Upper Bristol Road, Bath. BA1 3AN

Telephone: 01225 427 474
Email: bath@unividual.co.uk

Get directions to our office

Sterling House is located right by the River Avon, we are lucky to have some great walks and coffee shops on our doorstep. You will find us on the Upper Bristol Road in between Victoria Bridge Road and Midland Road. We are a short walk away from Bath’s three different park and ride stops, Bath train station and Oldfield Park train station. If you are arriving by car, we are lucky to have parking nearby. Charlotte Street car park is a short walk away and there is free parking for 2 hours on the Upper Bristol Road. If you have a client meeting and it is probably going to last longer than a few hours, we welcome our clients to book a Unividual parking space at the front of our office. This can be arranged with your financial planner.

Our Bath Financial Advisers

Our financial advisers in the Bath office have clients from all over Somerset and the surrounding areas of the southern coast, Wiltshire, Bristol, Oxford, Cheltenham and Worcestershire. We serve clients around the country and our team is happy to travel to meet clients in locations far and wide. Currently, the Bath office houses five financial planners. Four of those came through Unividual’s Chartered Financial Planner training school, Unicademy. They are Scott Gurd, Simon Hicks, and Simon Jones.

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Our role in the city of Bath

We exist for Bath, it is in our DNA! Most of us went to school in Bath or came for university and never left. 90% of our Bath office lives in Bath and we pride ourselves on recruiting local people. This not only keeps our urban footprint down, as many of us walk or cycle to work, but it makes us a very Bath focused business. When you couple that with business leaders who instil and reward a culture of good karma and giving back to communities who need it, you get a very special business focused on the city rather than itself. Every year we grow, the contribution our business can give to Bath also grows. This is why people contact us from all over the city asking for our support because we now have a reputation of civic duty.

Financial Literacy in Bath's Schools

Hear from Kingswood School’s Head Teacher, Andrew Gordon-Brown

“When our Year 13 students let me know they wanted to improve their financial literacy, Unividual were my go-to people. They have always been generous contributors to our wider community. On this occasion though I needed their years of experience so they could learn about payslips, pensions, mortgages, investment options. Our students appreciated Unividual’s contribution to their knowledge in these areas so much. Since then, we welcomed Unividual back for careers guidance programme, and we look forward to the coming summer term when we will build on the financial literacy education with our leavers of 2022. Sincere thanks to Unividual for their generosity and positive impact.”

If you want to get in touch with one of our financial advisers in Bath or you are a charity or community project and want to find out more about how Unividual can help, please don’t hesitate to reach out to us.

Get in touch with our Bath office

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    • Xiantai, Glasgow

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      15th April 2024: I had just bought a property and wanted to look at my finances so I got in touch with Andy Lei. I was able to tell that Andy was willing to go above and beyond and look at all...
      15th April 2024: I had just bought a property and wanted to look at my finances so I got in touch with Andy Lei. I was able to tell that Andy was willing to go above and beyond and look at all areas. We started off thinking about investments, but Andy talked to us about the importance of budgeting, risk management and having an emergency fund. Throughout the whole process, I didn’t feel that Andy wanted what was best for him but what was best for us. Andy made me aware that I need to build up my emergency fund pot again after purchasing my home. I always thought that I did not need any protection in place but he painted a much clearer picture of the importance of having insurance in place for my family should the worse happen. My experience with Andy and Unividual was great as he was there supporting me throughout the whole process. I felt comfortable knowing that I could call him anytime
      View our testimonials

    • Sarah, Brent, London

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      7th July 2023: Unividual have been brilliant, they have sorted out my pension and mortgage and I feel so more comfortable with my finances going forward. Can’t recommend them enough.
      7th July 2023: Unividual have been brilliant, they have sorted out my pension and mortgage and I feel so more comfortable with my finances going forward. Can’t recommend them enough.
      View our testimonials

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