How did we manage before them? We thought it might be a tough journey but they make it fun

We have been working with Unividual for over four years. When we met the Bath financial advice team, our business was at a juncture, experiencing a good level of growth and exploring a broader approach to finances.

What service are you experiencing?

Throughout our time working with Unividual they have provided first class financial advice, and a genuinely personalised and professional service. They take the time to fully understand our specific requirements, are meticulous in their preparations and communicate in way everyone fully understands.

Why does your business choose Unividual as your financial adviser?

We have enjoyed the approach Unividual employ to developing their team. Their appetite to invest in their people, to identify top talent and to provide training opportunities to them, is fully aligned with our own. It provides robustness to their high service standards now and for their planned growth. We are huge beneficiaries of this relationship, supporting our wider business strategies.

Would you change anything?

When we look back over the hugely rewarding years that we have worked with Unividual we find it hard to believe how we ever managed without them. The quality and consistency of the advice we have received is matched by the enjoyment of the experience of working with a team who have made what I thought would be a tough journey into an easy and fun experience. We look forward to many more years together.

Matt & Ben, Wiltshire

11th January 2022