The Unividual Way is trusted financial advice

Our Strategy: How we will achieve this

OUR PURPOSE
At Unividual, we exist to make financial planning accessible, personal, and empowering. We believe that everyone deserves financial security, and we are committed to helping clients build their future with confidence. For over 25 years, we have challenged the status quo in financial services by blending expertise with a deeply human approach, ensuring that every client’s journey is unique to them.

OUR APPROACH

• Creating a safe space for financial conversations. We meet people where they are, providing advice without judgment, pressure, or jargon.
• Bringing financial confidence to every client. Whether planning for the future, managing investments, or securing a legacy, we empower individuals and businesses to make informed decisions.
• Challenging outdated industry norms. Financial services should be inclusive, transparent, and free from unnecessary complexity.
• Building lasting relationships. Trust is the foundation of everything we do. Our clients stay with us because we prioritise their needs above all else.
• Developing the next generation of financial planners. We invest in talent, ensuring our industry remains vibrant, diverse, and forward-thinking.
  Giving back to our community. From financial wellbeing workshops to charity initiatives, we use our expertise to create a meaningful impact beyond business.

Our Values: What guides us

Our values are the foundation of our culture and define how we operate. They ensure we remain aligned with our mission and purpose while fostering a positive, supportive, and dynamic work environment.

Balanced: We strive to achieve success without sacrificing what matters most. A well-balanced business values its people, clients, and long-term vision equally. We achieve this by promoting fairness, empathy, and self-awareness in all our interactions with others.

Bravery: We face challenges with confidence and take bold steps to challenge the status quo. This is all about challenging with respect but also having the confidence to be your authentic self.

Collaborate: We work together towards common goals with trust and respect. Sharing knowledge and building strong relationships is the key to driving meaningful change.

Curious: We never stop learning. Staying open-minded and inquisitive ensures we stay ahead of the curve. We foster a culture of questioning, learning, and open-mindedness without judgement.

Enterprising: Unividual is a dynamic team that embodies innovation, resilience, and proactive problem-solving. Our people embrace change and are constantly seeking new ways to improve and grow.

Integrity: This is all underpinned by integrity, doing the right thing, everytime, even when someone isn’t looking. We uphold the highest standards of honesty and professionalism in everything we do.

How we deliver: The advice team

Advisers see themselves as the positive conduit between Unividual, our clients, and the wider financial community. They endeavour to embody the Unividual values, ensuring good outcomes for all. Their approach is symbolised by a diamond, with the business and clients at the centre, ensuring they provide the best service and maintain strong relationships.

1. Be a trusted partner for clients, offering clear, jargon-free advice.
2. Build lasting relationships based on transparency and integrity.
3. Listen actively and respond with empathy and understanding.
4. Challenge outdated financial practices and drive change.
5. Prioritise client outcomes over business outcomes.
6. Continuously learn and adapt to new industry trends.
7. Collaborate with teams to ensure holistic financial solutions.
8. Maintain professionalism and excellence in every interaction.
9. Be proactive in identifying opportunities for client success.
10. Uphold the Unividual values in all client and business engagements.

More than a workplace, a family too

At Unividual, our mission isn’t just about financial advice, it’s about redefining the industry by putting people first. George’s journey with us highlights how a culture of collaboration, development, and integrity drives everything we do.

“Since starting at Unividual as a Paraplanner, I’ve always felt like part of the family. The team has been incredibly supportive and genuinely invested in helping me grow both professionally and personally. The culture here is unlike any other financial advice firm I’ve worked at. It’s truly collaborative, focused on development, and always centred around doing the right thing for our clients. Unividual isn’t just a workplace, it’s a place where people care deeply about each other’s success.” – George

By embodying these values and principles we create a business that thrives and a workplace that supports clients to the best of our ability. But it doesn’t just stop there. We will always strive to be at the forefront of pushing industry boundaries so that financial services can raise it’s profile, better serve and empower consumers and provide careers to people that really want to make a difference.

Together, we are building something bigger than a financial advice firm. We are shaping a new standard in financial services: one where trust, transparency, and people-first thinking lead the way.