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Financial Advice in Edinburgh & Glasgow

Unividual is award-winning Chartered Financial Planning business with a big presence based in Edinburgh, with advisers working throughout Edinburgh, Dunfermline, Perth, Dundee and Glasgow. We work with a lot of people and businesses from the heart of the city but also have clients across the entire area of Scotland, all the way down to the North West and East of England.

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Financial Advice in Edinburgh and throughout Scotland

Unividual have offices in Edinburgh, Bristol, Bath, and London. Edinburgh has a rich history as a being one of the key financial centres in the UK and has developed a global reputation for excellence as a result. Edinburgh is a major banking hub with over 16,000 people working in the sector. The Natwest Group has its headquarters in Edinburgh, as do Scottish Widows Bank, Sainsbury’s Bank, Tesco Bank, and TSB, which is also establishing a new digital banking tech hub in the city. Edinburgh is a major hub for private banking and wealth management too, making it a great place for us to call home. Multiple global companies have established private banking, wealth management, and financial planning offices in Edinburgh, among them Brewin Dolphin, Charles Stanley, Investec, Tilney, UBS, and Weatherbys. Having established a client base in Scotland, the opening of Unividual’s Edinburgh office is a huge milestone in achieving our ambition of becoming the financial services brand for everyone in Scotland, not just the rich and famous.

Unividual's Edinburgh office contact details

Office Address: Scott House, 10 South St. Andrew Street, Edinburgh, EH2 2AZ 

Telephone: 0131 202 8045
Email: edinburgh@unividual.co.uk

Financial Advisers in Scotland

Our financial advisers in the Edinburgh office have clients from all over Scotland and the North West and North East of England. Unividual support people and businesses around the country with every area of their finances and our team is happy to travel up and down the country to meet clients. Scottish Financial Adviser, Andy Lei, heads up our Edinburgh financial advice team. Andy is a Chartered Financial Planner and graduated from Unicademy, Unividual’s in-house Chartered Financial Planner school. Andy spent three years training with Unividual to become a financial adviser, but has worked in financial services for over five years now. Andy grew up in Glasgow, where he still has family today, and later moved to Edinburgh where he now calls home.

Edinburgh is a very special city full of some amazingly colourful people and businesses who are at the very core unique individuals.  Unividual’s Scottish team really do pride themselves on making the advice process fun, genuine and empowering. Some of Unividual’s 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. We also have financial advice teams in London and Bristol and often we utilise some of these offices in other parts of the UK with clients who travel around a lot.  Our head office is in Bath and houses Unividual’s operational support team, headed up by Marketing Director Cherie-Anne Baxter.

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Financial wellbeing for people across Scotland

Unividual has become the driving force behind wellbeing in Edinburgh, both employee wellbeing but also financial wellbeing for all.  We are teaming up with local charities to bring Money Doctor workshops to local businesses and schools.  We are offering organisations two half day financial wellbeing workshops, one for employees and one for business owners/directors for £500. This will be donated to local charities that help under represented young people get in to work or start up their own businesses. If you are interested to find out more get in touch with us today or if you want to educate yourself on money management in the comfort of your own home we also offer everyone free financial planning guides.


Get in touch with a Edinburgh Financial Adviser

If you want to get in touch with one of our financial advisers in Edinburgh 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 Andy Lei.

Unividual's fight against homelessness

Staff from our Edinburgh, 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. 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. Among those taking part from Unividual was Financial Planning Director Lewis Baxter. He said, “We wanted to do the Big Bath Sleep Out to show our support for homeless people and to help raise money for the charity. This is something I have wanted to support for some time.  We know sleeping out for one night in the cold is nothing compared to what homeless people must go through day in, day out.

“We had the solace of knowing we were going home in the morning. It is awful to think of others who don’t have that luxury. I went straight home and curled up in bed. It is a very humbling experience and something I would recommend to people. Coming in to work Monday morning I had a lot more appreciation for everything in my life and a desire to want to do more to help others.”

Striving for equality in financial services

Established in 2000, Unividual is a family-run, women and LGBTQIA led business offering financial advice for everyone – not just the rich and famous. Founded by John Baxter, our foundations have always been about treating people as unique individuals. In a non-inclusive industry, Unividual have become trailblazers for bespoke financial advice instead of a one-size fits all service. In 2020 the Financial Conduct Authority reported only 7% of UK adults received financial advice. Why? Because people can’t find a finance expert they can relate to. So, Unividual are on a mission to build a business reflective of today’s world that can educate people on their finances. We want every person and business, throughout our local communities, including Edinburgh, to have the opportunity to improve their financial situation, safeguard themselves against their financial fears and overcome financial challenges. Collectively we can and should all improve our financial wellbeing.

Financial Advice for Women in Edinburgh

Unividual was one of the first businesses in the UK who signed up to the Women in Finance Charter. Did you know, women make up only 14% of Executive Committees in the Financial Services sector. HM Treasury launched the Women in Finance Charter to encourage the financial services industry to improve gender balance in senior management. The Charter now has more than 400 signatories covering 950,000 employees across the sector. The Women in Finance Charter reflects Unividual’s ambitions for gender balance in financial services firms. This means that financial services can better serve the UK population and make financial advice approachable for all. In signing up to the Charter, Cherie-Anne Baxter, Marketing Director said: “We have a strong target of ensuring, as a minimum, 33.3% of our senior management team is made up of women. Currently this sits at 43%. We are delighted and proud to confirm we achieved this target well in advance of our target date. These leaders help mentor and support the women in our business and we have two women who are currently training to be a financial adviser. This is something we have been focusing on since the launch of our in-house financial planning school, Unicademy. It can take 3 years for an employee to train up and we are confident we will have our first female financial adviser by the end of 2024.”

Interesting Read: Women are on the brink of a finance epidemic

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