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Free mortgage advice to help people during Coronavirus

An award-winning financial adviser has embarked on a mission to give people free mortgage advice during Coronavirus.

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DIY investing and saving: take control of your own money

When it comes to decorating and gardening projects, we like to have a go ourselves, especially in and around the bank holiday season! What about DIY investing though? There are some people out there who manage their own money instead of pay to use a financial planner. This might be to save money or some people like to "dabble" in investing because they enjoy it. At what point should we step back and consider getting expert help?

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Financial Adviser teams up with charity to help parents give money lessons at home

Simon Jones has teamed up with the financial education charity, MyBnk, to help educate children and young people on how to manage their finances.

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Coronavirus: 7 tips for investing in volatile times

Coronavirus is out of everyone's control. Whether you are looking after your family, business or both there is enough to worry about let alone your finances as well. Brush up on our top tips for investing during volatile times to help reassure you so you can keep calm, even if everyone around you isn't.

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Unividual Financial Planners are “Top 35” in the country

One of the top selling magazines in financial services, New Model Adviser, has awarded two of Unividual's financial advisers a place on their Top 35 under 35 list.   

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Five common reasons why people put off saving

It is human nature to procrastinate over big decisions. Director, Cherie-Anne Baxter, explores why people put off saving and what makes us cautious about investing.

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Portishead Financial Adviser Short-Listed For Property Award

A Portishead financial adviser has been nominated and short-listed for a property award, after early success at a Bath based financial planning firm.

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Talk Money To Women: Insuring Women’s Futures

Bath-based financial planning firm Unividual has joined a national campaign aimed at overcoming the difficulties women face when planning their financial future.

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We can’t solve the care funding crisis but we can plan for it

As we start to live longer and continue to drain resources, families without provision for long-term care often have to sell a house to cover the costs of looking after a parent in a care home. With the recent delay of the Green Paper on the future of adult social care, long-term care has again come to the forefront on the news. Unividual's Greg Harris, a qualified long-term care financial planner, answers some big questions that are currently hot topics in and around care for the elderly and how we plan for it.

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Steel DB pension crisis inspires industry change

Bath and London based Chartered Financial Planners firm is awarded the Pension Transfer Gold Standard by the Pensions Advice Taskforce.

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