Financial planning

Unividual do things differently. The advice you receive is unique to you, across every area of your finances and we focus on sharing our knowledge with you so you have the power to make decisions.

What is financial planning?

We don’t need gimmicks, technical terms or flashy words. Financial planning can be explained in a way that everyone can understand. To operate at our level, finance is incredibly complex – but we take pride in breaking things down into bite-sized chunks. Find out what you should expect from financial planning when you work with Unividual.

What is financial planning?

A unique financial planning process

Unividual pioneered a bespoke financial planning model that serves all areas of your finances for the rest of your life. This is still a fresh approach to the industry today, which we have spent 20 years perfecting. To start with, every client has a free first meeting where we find out all about you. We also lay out our transparent pricing structure and find out whether working together could help you achieve your life goals. If you are happy to move forward, we then start the financial planning process.

How it all works

The real benefits

Evidence shows that increasing and maintaining your wealth is one of the most tangible benefits of financial planning. Did you know, however, that there are actually seven other key benefits to working with one of Unividual’s Chartered financial planners?

The 7 key benefits

Our pricing structure

We’re very proud of Unividual’s reputation as a transparent business. We have an honest dialogue with clients about how we earn money and the value a client should receive when working with us. We focus on providing the best value to clients who have an enduring relationship with us.

Unividual’s fees

Who is financial planning for?

When you have financial decisions to make that impact on your future,  you need to seek financial advice. Some people worry they are too young or assume they don’t have enough money. Some people just don’t think there is a firm our there that caters for them. This is why we don’t judge or stereotype people, instead we welcome differences and variety. Unividual also recognise that, whilst we work with a lot of wealthy individuals, we all have to start somewhere. Age and wealth are relative so don’t worry about any of that and just start by having an open conversation with us to find out if we could help you.

Is financial planning for me?

Get in touch

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