X

Sign up for news alerts.

We update our financial wellbeing resources regularly to help people build their financial literacy. If you would like to be notified of these updates please submit your email address below, you can opt out whenever it suits you.

Square icon-style image overlaid on the hero banner

Resources: all the extras you might be looking for

What clients say about Unividual

All of us at Unividual are very proud of what our business stands for and the work we do for our clients. There is an opportunity in financial services to make a real difference to people’s lives. The reason we work so hard is the sense of achievement we each get from helping a couple retire, contributing to the success of a business, helping a client save and then buy their first home or supporting a widow through difficult times. Don’t just take our word for it though – why not hear it from Unividual’s clients themselves.

Some of our testimonials

News and articles

At Unividual, we are well versed in the matters of managing money. So we thought we would bottle up some of that knowledge for anyone researching the industry. It is difficult finding thought-provoking information and our blog might just help fill a few gaps and ignite some thoughts on behaviour.

Unividual News

Learn about finance

A big part of what makes Unividual unique is the approach we take to giving financial advice – this is educational giving people the tools they need to gain financial independence and make their own decisions within the safety net of a heavily audited Chartered Financial Planning firm. From guides and podcasts through to case studies, start learning about finance today

Learn about finance

Policies and procedures

We think policies should be visible and accessible, so take the time to look at what you need to.

Customer Privacy  ~  Internet Privacy  ~  Complaints Recruitment & Selection

Get in touch

Get in touch

The information collected will be used solely for the purposes of providing background information when contacting you to arrange an appointment.