Menu
In the last few years, as technology has made great strides in the financial sector, robots as financial advisers is not just a far-fetched future idea. Robo-advisers are actually here. At Unividual, we like to keep an eye on the horizon and we’ve been watching the development of this in our sector with interest.
read moreUnividual believe in planning for the long-term and new offices at Sterling House in central Bath are just what they needed to help raise the bar for professional advice services across the South West and in the thriving city of Bath.
read moreThe start of a new tax year is a great time to look at what you are saving and how you can make the most of available tax allowances. Unividual's Chartered Financial Planner, Simon Hicks, takes the time to explore what you could be saving for. Simon was ranked in the Times as one of VouchedFor's 2019 UK Top Rated Financial Advisers.
read moreChartered financial planning firm Unividual has moved back to Bath after two years away from the city. The firm, founded in 2000, is moving from Hartham Park in Corsham to Grade II listed Sterling House on the Upper Bristol Road on Wednesday, January 30.
read moreThe Chartered Insurance Institute (CII) has awarded the prestigious ‘Chartered Financial Planners’ title to Unividual for the fourth consecutive year. The CII is the world’s largest professional body dedicated to the insurance, savings and financial services sector. Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability.
read more