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The Unividual Way is trusted financial advice

When we created Unividual 20 years ago our mission was the same as it is today. Trusted, honest financial advice. This is our company's purpose, it underpins the culture of our business and represents everything we stand for.

The Unividual Way

Unividual embraces people as unique individuals and delivers financial planning that is bespoke to each client. To achieve this, everyone who works for us must strive for excellence in all that we do. When we don’t perform at our best we listen to why, so that we can continuously improve our business for the benefit of everyone around us.

What to expect from our service

The Four Pillars of Unividual

At the centre of our mission sits integrity, which is surrounded by The Four Pillars of Unividual. These are our values of commitment, honesty and openness, intelligence and passion.

“At Unividual, each and every one of us strives for perfection in what we do. This requires huge levels of commitment to exceed client expectations whilst working in the spirit of law, compliance and regulation. What you see is what you get. From recruitment through to fees, we have an honest and open approach to everything we do. This has created a refreshing culture for employees, clients and anyone else we have a partnership with. We are an extremely intelligent organisation made up of some of the most knowledgeable and experienced professionals in the industry. We are renowned for running an efficient business capable of adapting to change and as a team we are always seeking out best practices so that clients, employees and other partners can trust Unividual’s expertise.  Combine all of this with the extraordinary levels of passion our people have for our business and you will see how the Unividual family has a big heart and focuses on putting the needs of clients first.”


The Unividual Compass is there to guide us

Our values and purpose underpin everything our culture stands for.  Our training centres produce chartered financial planners that focus on these principles and we have created our very own ‘Unividual Compass’, a  code of conduct that directs us all, especially in times when everything around you might be pulling you in different directions. Integrity is critical to everything Unividual does because in our own eyes, and in the eyes of those around us, it is the foundation of trustworthiness.

Have you read about how we advise and what you can expect from our service? This is what makes Unividual so unique. Or find out a lot more about what financial planning is.

"A close, tight-knit, family like company that looks after the well-being & development of people"

“I joined Unividual back in May 2022 after having worked in large companies within the financial services industry since I graduated from university in 2016. Working for major corporations used to be something that I aspired to do, however my past experiences made me realise that their bureaucratic leadership and micro-management did not fit with my own values.

Unividual prides itself in being a close, tight-knit, family like company that really looks after the well-being and development of its people, which is what encouraged me to join. Since moving to Unividual, I have been able to be my authentic self and the company has accepted me fully. Everyone goes through challenges in their personal life which you typically try to separate from your work. However, I have been able to openly share this with Unividual and they have gladly supported me, which I am so grateful for. In my short time in Unividual so far, I have already been given great responsibilities where I’ve been able to hone my skills and make a good impact on our clients and my colleagues. I have great leaders in this business who actually care and listen, which in turn help me work to the best of my ability so I can continue to produce high quality work and make a difference to our clients.”

Queenie Maglaqui, Financial Planning Executive

9th February 2023

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