Partner Experts are Members & Ambassadors that have proved to supply the highest levels of training and support. They have also shown their commitment to excellence through their support of Includability Members & the community.
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.
Meet Andy Lei, our financial adviser in Edinburgh
Check out what is happening over at our financial advice office in Bath
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
Our goal is to help your organisation grow through using the knowledge of our community to guide you on your journey to creating a more inclusive workforce. You will get access to exclusive resources and experts who can can help you build for the future and guide you now.
The key to learning and education is communicating with the right experts to help guide you. Our membership offer free access to webinars and community get togethers where you can talk to a variety of members who are passionate about their fields and can offer you advice.
To create an inclusive workforce takes a wide variety of expertise and knowledge which is why we encourage our members to work together. Our regular community networking sessions will provide you access to our directory of Ambassadors, members and advisors so you know that the people you are working with will not only give you the right advice but also share the same values as you.
Relationships are more than just about completing a job or task which is why we use the word community. What we love most about Includability is that every person and business has the same values and is working towards the same goal, to create a society that is free from discrimination, that cares for our planet and has genuine focus on our colleagues, friends and employees Mental Health and Wellbeing.
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