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News

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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