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Unividual

Established in 2000, Unividual is a Chartered Financial Planning business with offices in London, Bath and Edinburgh. Family-run, women and LGBTQIA led, we offer financial advice for everyone not just the rich and famous.

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Company Summary
Established in 2000, Unividual is a Chartered Financial Planning business with offices in London, Bath and Edinburgh. Family-run, women and LGBTQIA led, we offer financial advice for everyone not just the rich and famous.
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Financial Planning
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Established in 2000, Unividual is a Chartered Financial Planning business with offices in London, Bath and Edinburgh. Family-run, women and LGBTQIA led, we offer financial advice for everyone not just the rich and famous.

Our foundations have always been about treating people as unique individuals. In a non-inclusive industry, Unividual have become trailblazers for bespoke financial advice instead of a one-size fits all service.

In 2020 the Financial Conduct Authority reported only 8% of UK adults received financial advice. Why? Because people can't find a finance expert they can relate to. So, Unividual are on a mission to build a business reflective of today's world that can educate people on their finances rather than tell them what to do. We want every person and business, throughout our local communities, to have the opportunity to improve their financial situation, safeguard themselves against their financial fears and overcome financial challenges. Collectively we can and should all improve our financial wellbeing.

To read more about who we are, our values and what type of advice we provide please read our brochure or check out some of the useful links below.

London Financial Advice Team

Meet Andy Lei, our financial adviser in Edinburgh

Our Bristol financial advisers

Check out what is happening over at our financial advice office in Bath

Read up on the benefits of financial advice and some financial planning case studies

Find out more about financial planning for businesses and entrepreneurs

What does Unividual do?

Sticking to the financial plan in turbulent times

The Psychology of Money

Related Articles & events

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