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Unividual Limited
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Office address

Sterling House

Upper Bristol Road

Bath

BA1 3AN

Appointed Representative

This firm is an Appointed Representative (AR). It can carry out certain activities on behalf of another firm (its principal) that is regulated in the UK or another EEA country. The principal has accepted responsibility for the Appointed Representative's activities.

Principal

(497604) Quilter Financial Limited

Qualifications & specialities
Independent status unconfirmed
Equity release specialists
Pension transfer specialists
Retirement planning specialists
Advice methods
Face to face
Advice Fees
Offers fixed fee services
Offers percentage based fee services
Our preferred clients
£0
£0
£0

Unividual Limited

Financial Advisers based in Bath

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About

Established in 2000 Unividual is a firm of Chartered Financial Planners with clients across the entire country. We offer financial advice to families and business owners across each area of their finances. Every client is unique and we work tirelessly to bespoke our service to their specific circumstances.

Unividual is different to other firms in the industry. Firstly, we run our own in-house financial adviser school so that every client receives the same level of service and technical knowledge, for generations to come, no matter which Unividual adviser they work with. Secondly, we don't tell our clients what to do with their money, instead we educate. At Unividual we give clients the knowledge they need to empower them to make their own decisions.

Our intelligent and thorough business has spent 20 years perfecting our processes and in the last five years we have established our next generation of financial advisers so that we can continue providing clients and their children with everything they need for the next 30 to 40 years.

Finally, whilst we continue to work with extremely wealthy clients our service is not just for those "with money". Unividual prides itself on supporting those of us just starting out also. So whether you are buying your first home, selling your business, planning for retirement or want to get some insurance in place to protect your family get in touch. Some clients just want a complete overhaul of their finances! Just take the first step, get in touch.

Reviews

Our Advisers

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Simon Jones

Regulatory & Compliance

Unividual Ltd Registered in England and Wales, Company No. 3863319, Unividual Ltd Registered Office: 1 Ellis Barn, The Old Dairy, Badbury, Swindon SN4 0EU. Unividual Ltd is an appointed representative of Quilter Financial Limited, which is authorised and regulated by the Financial Conduct Authority.

Services we can advise you on

Pensions & retirement
Investments
Tax & trust planning
Insurance & protection
Mortgages
Long term care
Equity release