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

Frequently asked questions

There are so many questions in the world of finance. Unividual is different from other firms because we take a lot of time to educate our clients so they are empowered to make their own decisions. You will have your own dedicated Chartered financial planner who will answer all your questions along the way. However, some questions just can’t wait, so in the meantime head over to our FAQ page and if you can’t find what you are looking for you can ask your own question directly to us.


In A Nutshell

Want to find out a bit more about the people working in Unividual? What we get up to on a week-by-week basis, or what we have achieved this year? Five years ago we created a client newsletter, In A Nutshell, which has now gone digital. Look beneath the surface of Unividual and really get to know who we are as a family-run business.

Read In A Nutshell

The Chronicles of Finance

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

Read our blog

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.