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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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Robo-copped: the problem with robo-advisers

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.

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We’re home! Sterling work at Sterling House

Unividual 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.

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Small adjustments that make big differences to wealth

The 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.

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Unividual move back home to Bath

Chartered 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.

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Unividual awarded corporate Chartered Status for fourth year

The 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. 

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