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Advising family AND business for over 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 financial 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, Swindon

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