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Company details
Written by the company
Established in the year 2000, Unividual stands out as a distinctive Chartered Financial Planning firm. With operational bases in Bath, Bristol, Edinburgh, and London, Unividual is a family-run business that is both women and LGBTQIA led. Over the years, it has evolved into one of the largest privately owned financial planning entities in the United Kingdom. The name "Unividual" encapsulates the fundamental belief that every individual is unique. Steering clear of stereotypes, Unividual refuse to confine people to predefined categories. This philosophy translates into their approach to financial planning, which is tailored to each facet of someone's financial landscape. "At Unividual, we reject the notion that financial advice is exclusive to the "rich" or "elderly." Discard any concerns or objections, as our services cater to anyone seeking personalised advice, whether for personal or business needs. Whether you're in search of one-time guidance or a comprehensive financial overhaul, Unividual is committed to enhancing your financial literacy, fortifying your stability, and organising your finances in a way that aligns with your individual preferences."
Contact info
Sterling House, Upper Bristol Road, BA1 3AN, Bath, United Kingdom
- 03303530150
- marketing@unividual.co.uk
- unividual.co.uk
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