Why should you get financial advice? A client testimonial.

Alun, Bristol

8 July 2021: The continued care and professionalism that we receive during regular updates goes beyond my expectations. The detail that Simon ( Jones ) has put into ensure we meet our financial...

8 July 2021: The continued care and professionalism that we receive during regular updates goes beyond my expectations. The detail that Simon ( Jones ) has put into ensure we meet our financial goals is exemplary.

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Jack, Gloucester

8 July 2021: I approached Simon Jones after looking for help managing my finances from my career as a professional rugby player. He’s looked after me incredibly well and taken the time to educate...

8 July 2021: I approached Simon Jones after looking for help managing my finances from my career as a professional rugby player. He’s looked after me incredibly well and taken the time to educate me and keeping me informed so I actually know where my moneys going and what options I have to help me in the future and when I retire from rugby. I feel at peace knowing my finances are in the safe hands of Simon and I would recommend him to anyone.

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Paul, Portishead

6 July 2021: Simon Jones is very responsive, approachable and thorough in his financial investigations and the resulting advice he provides. He has helped my wife and I sort our pensions, ISAs...

6 July 2021: Simon Jones is very responsive, approachable and thorough in his financial investigations and the resulting advice he provides. He has helped my wife and I sort our pensions, ISAs, investments and mortgages. He was able to demonstrate how we could afford to release equity from a rental property, fund our house move and realise our dream of owning a motorhome for those getaway weekends. Simon is more than an Independent Financial Advisor. He not only looks at the numbers but also looks to understand our aspirations and how to achieve them. I have worked with other IFAs in the past but Simon outshines them all. I would highly recommend him to anyone wishing to review their financial circumstances.

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Claire, Portishead

4 July 2021: My husband and I went to Simon Jones for a review of our financial position, and for assistance in planning our financial future. Simon is friendly and very thorough. He investigated...

4 July 2021: My husband and I went to Simon Jones for a review of our financial position, and for assistance in planning our financial future. Simon is friendly and very thorough. He investigated all of our pensions, ISAs and other assets, and advised how we can best utilise them all. He assessed our attitudes to risk and proposed a plan to fit our risk profile. He then put the plan into action and made all the transfers in our behalf. With Simon’s expert help, we have been able to realise our dream of owning a motorhome, and buying an amazing house with 180 degree views across the sea. This has long been a dream, and we weren’t sure that it was possible. As part of the process, Simon arranged our residential mortgage and a let-to-buy on a rental property we own, so that we are paying the best rates possible. I would highly recommend Simon! He has enabled us to live the dream!

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Tabitha, Swindon

4 July 2021: I highly recommend Unividual. I received excellent service from my advisor Simon who was courteous, professional and very knowledgeable. Simon took the time to explain things thoroughly...

4 July 2021: I highly recommend Unividual. I received excellent service from my advisor Simon who was courteous, professional and very knowledgeable. Simon took the time to explain things thoroughly and was able to answer all my questions. I was very impressed by the pensions projection spreadsheet and can see it being a very useful tool as we plan for retirement.

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Nick, Bristol

3 July 2021: Simon Hicks is always very clear, organized and generous with his time. I make better decisions and have less to worry about with Simon as my financial advisor. I would definitely...

3 July 2021: Simon Hicks is always very clear, organized and generous with his time. I make better decisions and have less to worry about with Simon as my financial advisor. I would definitely recommend!

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Joe, Bristol

2 July 2021: I would like to share the excellent service I received from Simon Hicks at Unividual. He took time to understand my financial position, long term goals and challenges in the near-term...

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Martyn, Bath

2 July 2021: Very professional, extremely helpful and more importantly for me life changing. I never realised how important good financial advice is for your health and wellbeing until I had...

2 July 2021: Very professional, extremely helpful and more importantly for me life changing. I never realised how important good financial advice is for your health and wellbeing until I had the support from Simon Jones at Unividual.

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Rachel, Bristol

1 July 2021: Simon Jones made the whole process very easy and explained everything well along the way. I now have a better understanding and feel in control of my finances. I cannot recommend...

1 July 2021: Simon Jones made the whole process very easy and explained everything well along the way. I now have a better understanding and feel in control of my finances. I cannot recommend him enough!

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Natalie, Bristol

1st July 2021: Simon Jones has provided an excellent, professional service and has been approachable and available whenever we needed him. He hasn’t tried to sell us anything that we didn’t...

1st July 2021: Simon Jones has provided an excellent, professional service and has been approachable and available whenever we needed him. He hasn’t tried to sell us anything that we didn’t need or want and has put a lot of research in to the services he has provided. Would highly recommend.

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Jamie, Bristol

30 June 2021: Simon Hicks has been advising me on my pension, investments, life cover and mortgages for 3 years now and I’m always incredibly impressed by his knowledge and professionalism...

30 June 2021: Simon Hicks has been advising me on my pension, investments, life cover and mortgages for 3 years now and I’m always incredibly impressed by his knowledge and professionalism, as well as his willingness to go above and beyond when explaining any aspect of my investments. A very well earned 5 star review, I’ve not looked back since Simon has started advising me and I couldn’t recommend him highly enough!

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Sandra, Bath

30th June 2021: We dealt with Simon Jones who was very professional and extremely knowledgeable. He helped us sort out our finances and made it possible for my husband to retire within the next...

30th June 2021: We dealt with Simon Jones who was very professional and extremely knowledgeable. He helped us sort out our finances and made it possible for my husband to retire within the next year – something we thought wouldn’t be able to happen for probably another 6yrs. He made it all so easy. We wouldn’t hesitate in recommending him again

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Nathan, Southampton

30 June 2021: Simon H. Excellent professional manner. Very informative with my options for life insurance. Made understanding an area I had little experience of very clear and I felt very confident...

30 June 2021: Simon H. Excellent professional manner. Very informative with my options for life insurance. Made understanding an area I had little experience of very clear and I felt very confident the option I choose was the correct one. Simon H is always on hand if I have a question and responds very quickly allowing me more time with my family. I would definitely recommend his services.

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Joseph, Bristol

29 June 2021: Simon Hicks has transformed my life. He is thorough and earnest. Trust in financial advice is very important to me and I can certainly vouch for Simon Hicks. I am grateful for his...

29 June 2021: Simon Hicks has transformed my life. He is thorough and earnest. Trust in financial advice is very important to me and I can certainly vouch for Simon Hicks. I am grateful for his services and very excited for our future together.

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Jack, Southampton

29 June 2021: We were looking for advice for our finances as a whole and were recommended Simon Hicks by a friend. He took care of all of our mortgage and protection needs to begin with, then...

29 June 2021: We were looking for advice for our finances as a whole and were recommended Simon Hicks by a friend. He took care of all of our mortgage and protection needs to begin with, then when we were ready we moved onto pensions and investments. His knowledge of everything was incredible. We even started talking about our wider family and their needs including estate planning and inheritance tax. He explained to us in the first meeting that he had the highest qualifications you can get in the industry, after hearing him discuss countless topics in depth, I now understand what this means. Terrific adviser and would highly recommend.

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Yvonne, Plymouth

28th June 2021: We met with Simon Hicks to discuss our retirement plans and to invest some capital we had recently received following the sale of property. His knowledge of the industry, products...

28th June 2021: We met with Simon Hicks to discuss our retirement plans and to invest some capital we had recently received following the sale of property. His knowledge of the industry, products and finance in general was very impressive. We are also extremely happy with the growth we have received and the tax we saved through investing into some more complex products. Delighted to recommend his services to everyone and anyone.

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Dan, Devon

27th June 2021: I found a lot of great reviews on Simon Hicks on VouchedFor. After meeting him I was impressed straight away. I only needed a mortgage, but he seemed to know a great deal about...

27th June 2021: I found a lot of great reviews on Simon Hicks on VouchedFor. After meeting him I was impressed straight away. I only needed a mortgage, but he seemed to know a great deal about pensions, life cover and investments too. He was able to advise on the most suitable mortgage initially, rather than just picking a standard 5 year fixed off the shelf like a mortgage broker would do. Look forward to moving on to the investing side. Have told friends and family about Simon and would always recommend.

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Callum, Exeter

26th June 2021: I was lucky enough to find Simon Hicks a couple years ago when searching for the best ways to grow my investment portfolio. Simon is also very knowledgeable about a wide range...

26th June 2021: I was lucky enough to find Simon Hicks a couple years ago when searching for the best ways to grow my investment portfolio. Simon is also very knowledgeable about a wide range of areas I hadn’t even considered. Always professional without being too formal. Would highly recommend Simon’s services for mortgages, protection, pensions and investments. He knows it all inside and out!

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Dan, Bristol

25th June 2021: Myself and my partner first met with Simon Hicks early last year, as we were looking to purchase a new home and needed assistance with our mortgage. Simon was extremely professional...

25th June 2021: Myself and my partner first met with Simon Hicks early last year, as we were looking to purchase a new home and needed assistance with our mortgage. Simon was extremely professional and transparent and a service that was much improved on finding a mortgage on my own last time around! Since then Simon has helped both myself and my partner in making sure our protection levels are all in place, at all times making sure that we understood every step of the way. I look forward to continuing our EIS* conversations in the near future! EIS means Enterprise Investment Scheme

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Jules, Bristol

26th June 2021: I contacted Unividual for advice on mortgages and had a meeting with Simon Hicks. While I didn’t end up buying a house, I was really impressed by the company and Simon in...

26th June 2021: I contacted Unividual for advice on mortgages and had a meeting with Simon Hicks. While I didn’t end up buying a house, I was really impressed by the company and Simon in particular. He knew his stuff and highlighted some financial issues that I hadn’t even thought which should save me a lot of pain in the future. I’m very glad I picked up the phone!

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Stephen, Bristol

24 June 2021: Simon Hicks at Unividual is the best financial advisor I have ever had dealings with. I go to him with complex issues and he comes back quickly with well researched, sound, and...

24 June 2021: Simon Hicks at Unividual is the best financial advisor I have ever had dealings with. I go to him with complex issues and he comes back quickly with well researched, sound, and accurate advice. I have recommended his services to multiple people and have only had positive feedback from them too.

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Ashley, Southampton

25 June 2021: Simon Hicks made sorting our finances out an absolute breeze. He explained all our options in a way that was easily understandable and made the whole process completely stress free!...

25 June 2021: Simon Hicks made sorting our finances out an absolute breeze. He explained all our options in a way that was easily understandable and made the whole process completely stress free! We immediately felt that Simon understood our circumstances and have full feeling of trust in him and his abilities that you don’t always get. I couldn’t recommend him and Unividual enough!

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Farah, Bristol

24th June 2021: Simon Hicks has been such a great help, he’s taken a lot of stress away by explaining my finances to me in a way that I can understand and it’s a huge help to have...

24th June 2021: Simon Hicks has been such a great help, he’s taken a lot of stress away by explaining my finances to me in a way that I can understand and it’s a huge help to have someone so knowledgeable looking after my money. His manner is always polite and professional, he’s always available to answer any questions I have and responds quickly to any queries. Could not recommend Simon Hicks & Unividual more highly. It’s a very well earned 5 stars from me, I would give more if I could!

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Matthew, Wiltshire

My previous adviser was retiring and I needed someone of equal quality to take over my affairs, I know Scott Gurd personally and I had no hesitation is asking him to look after me. In the main...

My previous adviser was retiring and I needed someone of equal quality to take over my affairs, I know Scott Gurd personally and I had no hesitation is asking him to look after me. In the main I was looking at pension advice and investment planning. He reviewed my circumstances, discussed my views on investment, risk etc and we had a general discussion around my existing financial portfolio and my plans for the future. Scott then ensured I looked at all the available options open to me. Have I seen the outcome I was hoping for? Yes and more, I have no complaints. Scott is technically very good and he is genuinely interested in getting his clients the best possible outcome. I am now able to retire 4 years earlier than previously planned. If you are looking for a typical salesperson Scott is not your man, most advisers push harder to get you to follow their advice.

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Paul, Hampshire

I was looking to sell my existing property and jointly purchase a house with my partner. Scott Gurd visited my house at a time convenient to me and my partner and provided us with comprehensive...

I was looking to sell my existing property and jointly purchase a house with my partner. Scott Gurd visited my house at a time convenient to me and my partner and provided us with comprehensive information about our options. We are now clear about what to do next and Scott was fantastic.

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Rosie, Berkshire

I wanted to invest in medium term savings and make sure my pension and mortgage were the best products on the market for me. Scott Gurd helped me by ascertaining my risk level so that I chose...

I wanted to invest in medium term savings and make sure my pension and mortgage were the best products on the market for me. Scott Gurd helped me by ascertaining my risk level so that I chose the right product portfolio for my savings. I have seen the outcome I was hoping for and Scott has done everything I could want for. He’s accessible and incredibly helpful.

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Enyioma, Bristol

Simon Jones is both extremely professional and personable. He is a joy to work with and even via online meetings he is easy going and takes time to get to know you in order to fulfil his role...

Simon Jones is both extremely professional and personable. He is a joy to work with and even via online meetings he is easy going and takes time to get to know you in order to fulfil his role as adviser. He manages to provide accountability without being overbearing and is also clear that I am free to take or leave his advice! His advice has always been spot on. In the short time I have been consulting with him, I have found myself in an improved financial position and have greater clarity when it comes to future financial issues. I would highly recommend him to anyone, whether you are planning on buying a house or just need to get your finances in order so you can make some sound investments.

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Charlotte, Bristol

I started looking for a financial adviser after having children and wanting to ensure that we have financial security for our family, now and in the future. Simon gave us clear advice and information...

I started looking for a financial adviser after having children and wanting to ensure that we have financial security for our family, now and in the future. Simon gave us clear advice and information regarding what services were available and took the time to really understand our situation both personally and financially to help us choose a life insurance policy and make plans for our will.

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Sherona, Wales

I have been working with Simon Jones for a couple of weeks now and he has been incredibly helpful explaining what options are available with regards to pension planning. The process has been...

I have been working with Simon Jones for a couple of weeks now and he has been incredibly helpful explaining what options are available with regards to pension planning. The process has been very smooth and our meetings are very relaxed but with clear instruction on what we need to do next and I look forward to continuing to work with Simon going forward.

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Cecilia, Bristol

We had house sale proceeds to invest, Simon Jones patiently took me through a range of different options for long term financial planning. Being quite new to investments, and working with a...

We had house sale proceeds to invest, Simon Jones patiently took me through a range of different options for long term financial planning. Being quite new to investments, and working with a financial adviser, I really appreciated his approach. I would highly recommend to anyone looking to either invest or get general advice, whether you are a new or experienced investor. I have now got a portfolio of ethical investments that is being managed, I have just confirmed initial investments so can’t review in terms of financial performance, but feel very happy with the service provided.

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Lisa, Bristol

It would be difficult to improve the level of service that Simon gave during this pandemic. When planning for our retirement, Simon Jones created projections for us and looked at how we were...

It would be difficult to improve the level of service that Simon gave during this pandemic. When planning for our retirement, Simon Jones created projections for us and looked at how we were managing our pension funds. Simon has exceeded my expectations and I am looking forward to continuing working with him in the future.

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Claire, Bristol

We can not recommend Simon Jones and Unividual highly enough. I’m afraid he had an uphill start as we had bad experiences of old school” advisers. He took pains to allay all our fears. We...

We can not recommend Simon Jones and Unividual highly enough. I’m afraid he had an uphill start as we had bad experiences of old school” advisers. He took pains to allay all our fears. We were fast approaching retirement with little understanding of the benefits and pitfalls of the pensions and products we had in place. After several meetings Simon had a full understanding of our hopes and the products we had. He was able to recommend alternatives that better fulfilled our requirements and overall left us feeling confident about our future which we hadn’t previously. He has also arranged for our wills to be written which had been a “round-to-it” for a very long time. We are in a much better position all round.

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Veronique, Bristol

We’ve just breathed a large sigh of relief, having secured our first mortgage thanks to the help of Unividual financial advisor Simon Hicks. Both myself and my partner are unconventional...

We’ve just breathed a large sigh of relief, having secured our first mortgage thanks to the help of Unividual financial advisor Simon Hicks. Both myself and my partner are unconventional financial cases so in turn were expecting a complicated slog, but Simon’s knowledge and diligence pushed things over the line in record speed and with minimal fuss. We would highly recommend Simon to anyone venturing into the intimidating world of first home buying (as he was recommended to us by friends), he was brilliant.

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Paul, Wiltshire

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...

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.

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Rosie, Bristol

Simon Hicks at Unividual has made what should be a stressful process extremely easy and straightforward. He is very knowledgeable, yet able to explain complex matters in a jargon-free, easy-to-understand...

Simon Hicks at Unividual has made what should be a stressful process extremely easy and straightforward. He is very knowledgeable, yet able to explain complex matters in a jargon-free, easy-to-understand way. We could not have asked for a better mortgage advisor; he was very patient with us and made sure that we were always getting the best possible outcome. Always quick to act and respond, even at very short notice. I couldn’t recommend Simon and Unividiual enough. Thank you for everything!

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Kizzie, London

Thanks so much to Simon at Unividual who made everything so much easier by navigating us through this complex process of getting a mortgage!

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Jim, Swindon

Could I just say how good your staff are in general to deal with. It doesn’t matter who answers the phone it is always handled in a very polite and efficient way, no pre-handling general recorded...

Could I just say how good your staff are in general to deal with. It doesn’t matter who answers the phone it is always handled in a very polite and efficient way, no pre-handling general recorded messages either. Very refreshing. Your people are extremely efficient with handling of tasks giving me prompt feedback where required without me chasing and being diplomatic when I’ve been mucking things up like shredding documents that I should have been sending back to you!!! All in all a great service, many thanks.

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Jack, Bristol

I used Simon Hicks to assist me in finding a mortgage as I looked to move from my flat into a house, moving away from having the mortgage on my own to being jointly held with my partner. I work...

I used Simon Hicks to assist me in finding a mortgage as I looked to move from my flat into a house, moving away from having the mortgage on my own to being jointly held with my partner. I work in the financial industry but find mortgages daunting hence turning to Simon for help. HE WAS SUPERB. Really clear, patient, attentive, available – finding us a mortgage which suited what we were looking for. Will look to use him for other finances in the future. Thanks Simon.

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Dean, Bristol

Simon Hicks is a consummate professional, Simon helped me understand financial processes that were unknown to me. He fundamentally helped me achieve buying my dream home and offering sound financial...

Simon Hicks is a consummate professional, Simon helped me understand financial processes that were unknown to me. He fundamentally helped me achieve buying my dream home and offering sound financial advice at every step. The face to face personalised service made me feel comfortable about each decision I was making, and where I was a little unsure, Simon made sure we covered that topic until I fully understood everything before we moved to the next area of financial planning. I couldn’t recommend Simon any higher – very nice chap too!

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Aaron, London

Unividual’s advice and guidance was invaluable in securing a great mortgage deal despite my somewhat complicated personal financial situation. Their advisors are fantastic, professional...

Unividual’s advice and guidance was invaluable in securing a great mortgage deal despite my somewhat complicated personal financial situation. Their advisors are fantastic, professional and can help with all aspects of your financial planning. Would recommend highly!

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Why seek advice: it gives me greater clarity when it comes to my future financial issues

Alun, Bristol

Jack, Gloucester

Paul, Portishead

Claire, Portishead

Tabitha, Swindon

Nick, Bristol

Joe, Bristol

Martyn, Bath

Rachel, Bristol

Natalie, Bristol

Jamie, Bristol

Sandra, Bath

Nathan, Southampton

Joseph, Bristol

Jack, Southampton

Yvonne, Plymouth

Dan, Devon

Callum, Exeter

Dan, Bristol

Jules, Bristol

Stephen, Bristol

Ashley, Southampton

Farah, Bristol

Matthew, Wiltshire

Paul, Hampshire

Rosie, Berkshire

Enyioma, Bristol

Charlotte, Bristol

Sherona, Wales

Cecilia, Bristol

Lisa, Bristol

Claire, Bristol

Veronique, Bristol

Paul, Wiltshire

Rosie, Bristol

Kizzie, London

Jim, Swindon

Jack, Bristol

Dean, Bristol

Aaron, London

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