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News

Planning savings for children

Planning savings for children or grandchildren can make a big financial impact on young people when they finally embark on adult life. Financial Adviser and father Simon Jones talks through the impact it can have, it is never too early or late to start investing in their future.

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Fee free mortgage advice in Coronavirus

An award-winning financial advice firm has embarked on a mission to give people fee 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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Financial Planner “Top 35” in the country

One of the top selling magazines in financial services, New Model Adviser, has awarded one 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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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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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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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 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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