Unividual

A Bespoke Approach to Financial Wellbeing

Unividual is an award-winning Chartered Financial Planning business with offices in Bath, Edinburgh, and London. We pride ourselves on our unique and individual approach to financial planning, empowering individuals and businesses to achieve financial security and fulfillment.

Who We Are

Led by a team of experienced and qualified financial planners, Unividual is a women and LGBTQIA+ led business that understands the diverse needs of our clients. We're committed to providing personalized guidance and tailored solutions that meet your individual circumstances and goals.

Our Expertise

With extensive experience in various financial areas, our team offers comprehensive services covering:

• Personal Financial Planning: Mortgage advice, retirement planning, wealth management, estate planning, and more.
• Business Planning: Succession planning, exit strategy, financial risk management, and employee benefits.
• Tax Planning: Comprehensive tax analysis and guidance to minimize your tax burden.

Our Philosophy

We believe in:

• Empowering individuals: We provide clear and accessible financial guidance to help you make informed decisions.
• Building relationships: We cultivate long-term relationships with our clients, acting as trusted advisors and partners.
• Transparency: We explain financial concepts and options in plain language, ensuring you understand the decisions being made.

Our Approach

Our inclusive approach to financial planning ensures that we tailor our services to your unique situation and goals. We take the time to listen to your concerns, understand your aspirations, and create a personalized plan that aligns with your values and aspirations.

What Sets Us Apart

• Women-led Business: We celebrate diversity and offer a fresh perspective on financial planning.
• Award-winning Team: Our planners hold prestigious industry qualifications and have received numerous accolades.
• Client-centered Approach: We prioritize your needs and work collaboratively with you to achieve your financial goals.

Making a Difference

At Unividual, we believe financial planning is a fundamental right and not a privilege. We're dedicated to empowering individuals to take control of their financial wellbeing and achieve a prosperous future.