Client feedback

The reason we work so hard is the sense of achievement we get from helping clients achieve. Don't just take our word for it though, hear it from our clients.

Paul wanted to plan for retirement but hadn't heard from his adviser

“I hadn’t heard from my previous financial adviser, from another company, for a few years. I needed to get my finances sorted out before reaching retirement age. Scott advised me as to my options and showed me comparisons between what I was doing and what I could be doing. He then set me up with what I believe is a lot better package with all my finances. I’m very pleased with the return I’m getting from the arranged plans. I know that if I have any issues I can call Scott, or email him at any time and he will get back to me. If I thought Scott could have helped me any better I know I can mention it to him – but I haven’t needed to.”  – Paul, Driving Instructor, Wiltshire –

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Charlotte and Guy thought financial planning is for rich people

“The idea of consulting a financial adviser had never crossed my mind and always seemed like something rich people or businesses do. Not for someone like me, a first-time buyer. However, my fiancé and I were recommended Simon Hicks when looking to buy our first house and from the first correspondence Simon was very friendly, clear, meticulous and readily available, all key ingredients when someone is working with your money.

Simon dealt with our mortgage for our first house and walked us through each step clearly and concisely. He travelled all the way from Bristol to Birmingham on numerous occasions to help us out by explaining any processes, forms, fees, give general advice and sort out any queries we had – every time with patience. Both my partner and I have busy lives, so having Simon liaise with solicitors, mortgage companies, estate agents, etc. alleviated a lot of pressure by taking it all off our hands and saved us an unbelievable amount of time. Simon was always available on the phone and/or by email, whichever was our preference for that day or week, making the whole procedure run smoothly.

We’ve both had bad news recently with family illnesses and such, we decided to take out life assurance and critical care insurance, which meant we didn’t end up paying Simon directly for his services. Furthermore, at no point did we feel pressured to take out extra services or products that we didn’t need, want or ask for. Simon was extremely dedicated and surpassed all our expectations, and, more importantly, we always felt like we were his main priority. In fact, we are so impressed we have decided to continue to work with Simon in future money saving/making ventures.”

– Charlotte and Guy, Birmingham –

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Advising Andy's family and business for 15 years

“Unividual has provided my family with expert financial advice for over 15 years. It now also supports my business by ensuring our staff have appropriate advice and by advising the board on appropriate protection and insurance. The company’s other board of directors have also been advised by Unividual for approximately 18 years each. The quality of advice has been second to none, covering a broad range of topics, from protection and investments to pensions and mortgages. It is worth specifically mentioning the recent advice I have received regarding the transfer of my Defined Benefit Pension. Unividual has helped us to navigate this complicated process by providing excellent insight. This has put my family and company in a more advantageous position for our long-term financial security.”  – Andy, business owner in the technology industry, Swindon –

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Frank and Joyce were very cautious but never felt pressured to invest

“I am a professional engineer, having started work in 1970 as an engineer cadet in the merchant navy and rising to the rank of chief engineer. I have planned for my eventual retirement throughout my career, contributing to either company schemes, private schemes, or both. I am now planning to retire and currently have a final salary pension and state pension as well as a couple of ‘unitised with profit’ policies.  Although giving returns, these policies never performed to my expectations.

In June 2018, I thought it prudent to seek out the advice of a regulated financial adviser and, having eventually chosen Unividual, was contacted by Greg. Over the next six months, my wife and I have had several meetings, emails and phone calls with Greg to discuss my options and requirements and undertake a full financial assessment.

I am generally very cautious when it comes to financial matters, preferring stable options with a low return, which Greg pointed out was limiting my options. Greg’s assessment of my wife was similarly accurate which meant that we had several options, finally settling on a balanced approach which offered stability alongside the prospect of a reasonable return on my investment. I would emphasise that at no point did we feel pressurised in any way to invest. We settled on investing with a company recommended by Greg, in September 2018. We are very happy with our decisions but, of course, it is too early in the process to judge performance.

My wife and I were also in the process of selling and purchasing a property, so Greg also provided constructive advice in this respect. During the financial review, Greg also noticed that I could have been overpaying tax and advised that I should seek the assistance of a tax accountant, which is currently ongoing and is looking optimistic. In our association with Greg, we have found him to be extremely courteous, professional and client focused.”

Frank, Retiring Engineer, Bristol

A few words from our most recent clients

We also asked ten of our most recent clients to describe Unividual in just a few words and this is what they had to say.

 

1. Farah: “They translate the jargon so I can run my business”

2. Ollie: “My first mortgage and they helped throughout it all”

3. Yvonne: “Honest, trustworthy, knowledgeable financial advice”

4. Claire: “Extremely reliable business”

5. Thomas: “Unividual put me first, second and third”

6. Letty: “Wide range of services, approachable, reliable, helpful”

7. Jules: “Easy to digest information, clear on costs from the start”

8. Jamie: “Superb at organising finances & what best suits me”

9. Ellie: “Unividual makes arranging our finances so stress free”

10 Joe: “Passionate about helping clients achieve their goals”

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