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Unividual is a successful financial planning business with financial advisers in Bristol, Portishead and across Somerset. We work with a lot of people and businesses from the heart of the city but also have clients across the entire South West, all the way along the coast and up towards the Midlands.Book a no obligation financial review
Our financial advisers in Bristol, are some of the best in the financial services sector. Both Simon Jones and Simon Hicks have been a vouched for top rated adviser for a number of consecutive years. Our Bristol financial planners graduated from Unicademy, Unividual’s in-house Chartered Financial Planner school. Bristol is an amazing city and the people and businesses at the very core are unique individuals. Our financial advisers grew up in Bristol and pride themselves on making the advice process enjoyable, sincere and educational. Some of our clients only want a one off piece of financial advice, others want to improve their financial wellbeing and some people just want a full MOT of their finances. Our financial planners will tailor financial advice to you, your objectives, lifestyle and make-up of your personal situation.
Unividual have offices in Bristol, Portishead, Bath, London and Wiltshire. Bristol is a mecca for finance, in 2018 the city became the biggest financial services centre in the South West and one of the main financial hubs outside London. According to TheCityUK’s ‘Enabling Growth across the UK 2018’ report Bristol firms employ 33,500 people in financial services. This is one fifth of total employment in the industry in the South West and is contributing £1.8billion to the economy. Bristol has fantastic transport links, especially to our London Paddington office and has benefited from highly skilled graduates from universities in Bristol and Bath.
Our financial advisers in the Bristol office have clients from all over the city Somerset, Gloucestershire and the surrounding areas of the southern coast. We have people and businesses around the country we support with every area of their finances and our team is happy to travel to meet clients in locations up and down the country. Currently, we have 3 chartered financial planners in Bristol. They are Simon Jones, Simon Hicks and Greg Harris. We also have two financial advisers in Bath, Chartered Financial Planner Scott Gurd and managing director and financial planner, John Baxter. Our Bath office also houses Unividual’s operational support team, headed up by Marketing Director Cherie-Anne Baxter.
Unividual has become the driving force behind wellbeing in Bristol, both employee wellbeing but also financial wellbeing for all. We have teamed up with the ‘Bristol Life Magazine’ to bring The Money Doctor to local residents. If you want to educate yourself on money management we also offer everyone free financial planning guides.
If you want to get in touch with one of our financial advisers in Bristol or you are a charity or community project and want to find out more about how Unividual can help, please don’t hesitate to get in touch with Simon Jones. Simon is one of our Chartered Financial Planners in Bristol. Simon grew up in Bristol himself and is never too busy to speak to people, so will take the time to put you in touch with the right person at Unividual. Please fill in the contact form below.
Staff from our Bristol, Bath and London office came together to sleep rough to raise funds for homeless charity, Julian House. Unividual has worked with Julian House since November 2021 to raise vital funds for the charity. Bristol Financial planner Simon Jones spearhead Unividual’s sponsorship of Julian House’s Big Bath Sleep Out. In total, Unividual raised £2,217, the business matched that donation, we donated £3,000 to fund the Big Sleep Out and £2,200 to Julian House at Christmas. This brings the total raised for Julian House to just shy of £10,000.
We are experts in every area of personal finanical adivce and business financial advice. Our chartered financial planners will give you the knowledge to understand where you are now, realise your goals for life and improve your understanding of the finance world. We take an educational and partnership approach to advice, building people’s financial literacy and wellbeing and ensuring you generate financial independence.
“Simon Jones is both extremely professional and personable. He is a joy to work with and even via online meetings he is easy going and takes time to get to know you in order to fulfil his role as adviser. He manages to provide accountability without being overbearing and is also clear that I am free to take or leave his advice! His advice has always been spot on. In the short time I have been consulting with him, I have found myself in an improved financial position and have greater clarity when it comes to future financial issues. I would highly recommend him to anyone, whether you are planning on buying a house or just need to get your finances in order so you can make some sound investments.”