Unividual | Bath Financial Advice - Bath

Joe Lord-Jones

Simon Hicks was recommended to my wife and I with the absolute highest praise - and I can see why!

He has been utterly professional, endlessly hard working and diligent throughout.

After being introduced to him about a year ago, he has secured our first house through an excellent mortgage as well as getting us complete life and income cover for our family.

We have a huge amount of peace of mind now in regard to our personal finances knowing that Simon Hicks sorted it for us.

Can't recommend highly enough and look forward to working with him in future.

Dan Bond

I found a lot of great reviews on Simon Hicks on VouchedFor. After meeting him I was impressed straight away. I only needed a mortgage, but he seemed to know a great deal about pensions, life cover and investments too. He was able to advise on the most suitable mortgage initially, rather than just picking a standard 5 year fixed off the shelf like a mortgage broker would do. Look forward to moving on to the investing side. Have told friends and family about Simon and would always recommend

Poonam Dodhia

Simon Hicks was recommended by a friend and colleague. This has been one of the best decisions I have made.

Simon Hicks is professional, knowledgeable and personable. From day one he took the time to understand my financial position and goals, he is patient, detail orientated, understands what the client wants and will cover a range of options whether its pensions, investments, mortgages. I’ve been introduced to a range of new products and this has created a positive shift in both my financial position and mindset.

Looking forward to continue working with Simon to achieve my financial goals and would definitely recommend his services to others going forward.

Oliver Jones

For a long time I thought only wealthy people had financial advisers.
My wife and I contacted Simon Jones shortly after our daughter was born as we hadn’t reviewed our life insurance and critical illness in some time and wanted to start saving on a regular basis for the future benefit of our daughter.
Simon, carried out a full review of our existing life assurance and explained the pros and cons of keeping the existing cover versus replacing it with more comprehensive current policies. At no point did we feel like he was selling us anything.
When it came to saving for the future Simon took pains to explain the type of investments and the various levels of risk that accompany them. He then used projections to demonstrate how much more would be available for our daughter down the line if we invested rather than saved in a deposit account. He has also helped sort out our Will.
We have been very pleased with the service that Simon had provided and appreciate the peace of mind his advice has given us as a family.
We’d not long remortgaged before we contacted Simon but when our current fixed rate ends we will be sure to get in touch with Simon for mortgage advice.

If you think that Financial Planning is only for the wealthy, think again.

Looking for financial planning on Bath, Bristol or the South West, I would highly recommend working with Simon.

Lisa Stephens

My contact with Simon Jones was the first time that I had ever had any contact with a financial advisor, and to say that I was nervous was an understatement. However, Simon spoke to me using a language that I was able to understand, made me feel at ease very quickly, and responded clearly to all of my questions (even the daft ones!)

I have now been working with Simon for a while, and he has moved my pension, sorted out my will and is going to review my existing mortgage next to see if he can save me any money. I really wish that I had done this years ago, but it's never too late to try to manage your money better. I am already seeing the benefits of Simon's knowledge & skills, and I'm certain that he would be able to work well with many others. I cannot recommend him highly enough. A big thanks to you Simon 🙂

Melanie Peck

Simon Jones has supported me through setting up a pension fund and life assurance. The right balance of professionalism and holistic approach to what felt like an area I didn’t want to acknowledge. I am super pleased with what Simon has put in place and feel more relaxed about my future finances and choices.
Could not recommend his services more.

Jon Morgan

We dealt with Simon Jones of Unividual to look at all of our finances, investments, pensions and insurances. He was extremely thorough and work patiently to fully understand everything as well as our future ambitions before reviewing our position and recommending any changes. We did everything piece buy piece and he was very impartial, only making recommendations where he felt we could improve. As a result we have saved money on policies and improved our position with regard to pensions and other investments. I would highly recommend Simon to anyone looking to use a financial adviser.

Dan Laskey

Myself and my partner first met with Simon Hicks early last year, as we were looking to purchase a new home and needed assistance with our mortgage. Simon was extremely professional and transparent and a service that was much improved on finding a mortgage on my own last time around!
Since then Simon has helped both myself and my partner in making sure our protection levels are all in place, at all times making sure that we understood every step of the way.
I look forward to continuing our EIS conversations in the near future!