Financial Advice is not just for the rich & famous but for people like you too! Together we can manage your wealth and improve your financial wellbeing the Unividual Way. Approver Quilter Financial Limited 19.12.22
The reason our business continues to be successful is we provide clients with that one safe place where they can seek advice for all of their finances. Our style is collaborative and educational so clients have the knowledge and tools to make their own decisions on money instead of feel they are being told what to do. Additionally, our Chartered Financial Planners have the highest levels of up-to-date knowledge in the industry. So what this means for clients is that no matter your age, or the stage that you are in your life you can receive advice that is bespoke to you and your situation across every area of your finances, such as:
- Mortgages and equity release
- Retirement planning
- Long-term care
- Creating, growing and maintaining wealth
- Insurance, health cover and protection
- Inheritance and planning for what happens to your estate
- Tax planning
- Business consultancy and business specific financial planning of all the above areas including staff benefits packages.
Some clients want a complete overhaul of their finances with lifetime financial advice and other clients might just want help getting a mortgage to start with. No matter your situation and circumstances, we don't judge or put people in to stereotypical boxes. Everyone is a unique individual, a Unividual.
Whether you are considering finding out more about financial advice with Unividual or perhaps you are keen to explore working with us, please don't hesitate to get in touch with our Marketing Director and one of our owners Cherie-Anne Baxter
Company Details
- Employees
- 20
- Founded
- -
- Address
- Sterling House, Bath,england Ba1 3an,united Kingdom
- Phone
- +44 330 353 0150
- ma****@****l.co.uk
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- unividual.co.uk
- Keywords
- Financial Advice, Financial Planning, Mortgage Advice, Pensions, Retirement Planning, Investing, Wealth Management, Life Insurance, Legacy Planning, Inheritance, Shareholders Protection, Business Structure, Business Consultancy, Workplace Pensions, Staff Benefits, Equity Release, Long-term Care.
- HQ
- Bath, England
Unividual Ltd: Financial Planning Questions
Unividual Ltd: Financial Planning's helpline number is +44 330 353 0150
Unividual Ltd: Financial Planning's website is unividual.co.uk
Unividual Ltd: Financial Planning's LinkedIn profile is https://uk.linkedin.com/company/unividual-ltd
Unividual Ltd: Financial Planning has
20 employees.
View email and phone details for 20
employees at Unividual Ltd: Financial Planning.
Unividual Ltd: Financial Planning's industry is
Financial Services
Unividual Ltd: Financial Planning's top competitors are
Fidelius Group,
Bath Bid,
Melo,
Pineapple Financial Planning,
7im,
Close Brothers Asset Management,
Fairbridge Capital,
Bentley Reid,
Lucent Financial Planning,
The Penny Group.
Unividual Ltd: Financial Planning's support email address is marketing@unividual.co.uk
Unividual Ltd: Financial Planning's categories are Financial Services
Unividual Ltd: Financial Planning's founding year is 2000
