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: Working with financial advisers is a big decision, especially as there are so many horror stories


We contacted Simon Jones after a conversation my wife had with one of his clients. We had been thinking for some time about our future plans. With me just turning 60 we felt the time was right to take the plunge...
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 advisory service, through to meeting Greg and agreeing to the management of my pension and...

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.

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