X

Sign up for news alerts.

We update our financial wellbeing resources regularly to help people build their financial literacy. If you would like to be notified of these updates please submit your email address below, you can opt out whenever it suits you.

unividual-hero-logo

Financial Planning Case Studies

The reason we work so hard is the sense of achievement we get from helping clients achieve their goals following advice from our financial advisers. Don’t just take our word for it though, hear it from our clients.

Hero banner for testimonial: Multigenerational financial advice: Simon has changed the lives of three generations of family

...

My husband and I had a recommendation to see Simon Hicks, and I must admit to being rather sceptical to begin with. At the age of 60 we have managed our finances very well and built up some savings in various...
Hero banner for testimonial: Advising clients without any pressure

Advising clients without any pressure

From the receipt of the Government advisory leaflet ‘Pension Wise’, identifying Unividual as a local financial planning service provider, through to meeting Greg and agreeing to the management of my pension...

Is Financial Advice Right For Me?

Not many people wake up in the morning and think “I need a financial adviser”. Most of our new clients come through recommendation and are surprised they are even suitable to receive financial advice. We find this a scary prospect, in fact only 8% of the UK population received financial advice in 2019.

We are trying to do more to demonstrate to people the value you can get from financial advice and how clients benefit.  You are not too old or young for financial advice, you aren’t “too poor” and don’t worry about feeling embarrassed of what you don’t know. There is no typical client or family set up and everyone is unique and individual. Some of our clients know nothing and are just at the start of building their wealth, others have spent years investing money but want to take things to the next level. Our focus is on adapting to different clients, topping up their knowledge to the level they need so they can make financial decisions for themselves instead of being told what to do.

Learning about your finances and building your financial literacy will always be our priority. So take a look at some case studies from our clients, read our testimonials and see how financial advice could benefit you.

Contact our financial planning advisers

    Get in touch

    The information collected will be used solely for the purposes of providing background information when contacting you to arrange an appointment.