Unividual | Bath Financial Advice
Financial Planners
Sterling House, Upper Bristol Rd, Bath BA1 3AN
Most Recent Comments
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January 2024
We used Simon Jones at Unividual for pension advice. Highly recommended for excellent service, breaking down the complicated jargon and being polite, respectful and most importantly professional. Highly trustworthy when it’s your personal life savings and planning 10 ?
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March 2023
I'm very pleased with the advice recieved by Simon Jones
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March 2023
We used Simon @ Unividual to review pension provision. His advice was excellent. I would highly recommend his services..
More Comments(33)
From Unividual | Bath Financial Advice
Unividual are award-winning financial advisers based on the Upper Bristol Road in the centre of Bath. The name Unividual derives from the ethos of not placing people in “boxes”…everyone is unique and individual. Our version of financial advice is not off the shelf, your financial planning is tailored to you. Established in 2000, we are family-run with over 25 members of staff and a team of Chartered Financial Planners who provide personal or business financial advice to clients across the UK, as well as throughout Bath and Somerset. With the support of your own dedicated financial adviser together we will build your financial literacy, well-being & proactively plan all your finances. Approver Quilter Financial Limited 19/12/2023
