Why choose a chartered financial planner?
We at Unividual have always taken a great deal of pride in being thoroughly professional in everything we do. We have worked hard to build this into our culture and everyone in our business is dedicated to delivering the highest level of service to clients. Fewer than 400 firms in the UK have achieved Chartered status, and to receive external recognition is evidence of all of our commitment to service and those professional standards.
We focus our efforts on delivering a meticulous and personable service to clients. Our staff bring a great deal of empathy and heart into what we do and we all care a great deal about what outcomes we create for clients through our financial planning model. The Chartered Financial Planners mark gives us something to measure our business against, so that we can keep striving towards being the best version of ourselves.