Unividual | Bristol Financial Advice - Bristol

Introducing Unividual | Bristol Financial Advice

Unividual, located at 3 Bampton Cl, Bristol BS13 7QZ, United Kingdom, stands out as a reputable financial advisory service, particularly known for its comprehensive range of financial consulting services. With a phone number 1172354440 and an accessible online presence at unividual.co.uk, Unividual provides a blend of in-person and virtual services tailored to meet the diverse needs of its clients.

Key Features and Services

Specialties: Unividual excels in offering a variety of financial services including Financial Consulting, Financial Planning, Investment Services, and Mortgage Brokerage. This broad spectrum of expertise ensures that clients receive personalized advice catered to their specific financial goals and concerns.

Accessibility and Inclusivity

Unividual prides itself on being a women-owned business, reflecting a commitment to diversity and inclusivity. The office is LGBTQ+ friendly, offering a Transgender SafeSpace for all clients. Additionally, the venue is fully wheelchair accessible, with an accessible entrance, restroom, and emergency facilities, ensuring a comfortable experience for everyone.

Customer Reviews and Experience

The company boasts 19 reviews on Google My Business, with an average rating of 5/5. Clients appreciate the personalized service, noting that advisors like Simon Jones are knowledgeable, listen attentively, and are always willing to take the time to address questions. This feedback underscores Unividual's commitment to building trusting relationships with its clients.

Appointments and Services Offered

For those seeking financial guidance, Unividual offers both online appointments and onsite services. Given the recent market concerns, especially in mortgage services, reaching out to a financial consultant like Simon Jones can be particularly beneficial. The requirement for an appointment highlights the personalized approach clients can expect, ensuring they receive undivided attention.

Recommendation

If you're looking for expert financial advice tailored to your unique situation, Unividual | Bristol Financial Advice is highly recommended. Their inclusive environment, combined with their comprehensive services, makes them an excellent choice for anyone seeking to navigate the complexities of personal finance. To begin your journey towards financial clarity and security, visit their website at unividual.co.uk to book an appointment or learn more about their services. With their dedication to excellence and client satisfaction, you can feel confident that Unividual will provide valuable insights and solutions to help you achieve your financial goals.

Remember, your financial future is important, and seeking professional advice can make all the difference. Don't hesitate to contact Unividual to start your financial planning journey today.

👍 Reviews of Unividual | Bristol Financial Advice

James C.

5/5

Given the recent market concerns in the mortgage area, I contacted Simon Jones to discuss my upcoming remortgage. Simon was great from start to finish in the process, always making time for my questions and sorted the deal swiftly. Would highly recommend a sit down with him to discuss your finances. A well qualified and knowledgeable adviser who is also a good person who listens and is easy to talk to.

toby H.

5/5

Simon Jones is a caring and thoughtful advisor who takes the time to understand his client. We received relevant and useful advice in a timely manner and he was always available to lean on for further advice.

Eileen B.

5/5

Simon Jones at Unividual is very patient and considerate. At a very difficult time for us, he took time to ask, listen & investigate in order to really help us understand our priorities and plan for them in the most effective way. I would have no hesitation recommending his services. He is clear, rational, sensible and beyond helpful. And he totally respects our views & ideas, as he has taken the time to understand what makes us tick and our attitude to risk.

Emma B.

5/5

Simon Jones has helped myself and my husband more than I could imagine. We are currently re-mortgaging, Simon has helped us make better financial decisions towards our future and was able to explain everything every step of the way, making us feel confident in our decisions and educating us to make better informed decisions in the future. Professional, friendly, expert advise, would not hesitate to recommend to any of my friends and family.

Charles T.

5/5

I have not used a financial adviser for a long time and have to say my previous experience has been less than favourable. My wife contacted Simon, a financial adviser in Bristol, to discuss, amongst other things, a final salary pension. I was happy for the two of them to get on with it, but Simon suggested that as we viewed our finances jointly, I should be part of the conversation. I had some cash saved in an ISA that I had held for a number of years. In light of inflation rising to levels unseen for decades, I asked Simon if he had any suggestions what I could do with my cash to reduce the impact of inflation. After spending time understanding my view on risk he asked if I had any specific ethical or social views that might impact on investments. My wife and I are massive animal lovers and were I to make any investment it was important to me that animal welfare was high on the agenda. Simon was able to recommend a socially responsible fund that targets a return in excess of inflation over the long term whilst satisfying this requirement. I feel confident that Simon has mine and my wife’s best interests at heart and our finances are in capable hands moving forwards. Unividual are the type of business that put others first, their clients, staff and the local community. I like working with a financial adviser that shows an interest in what is important to me in life.

Yvonne S.

5/5

Simon Hicks has been our Financial Planner for nearly 3 years. We have found him to be very honest, trustworthy and reliable. His advice has been accurate and understandable, Simon has a great attitude to ensuring that you are comfortable discussing finance with him and we have been pleased with the results to date, whilst understanding that our investments are long term, as Simon explained.

Liz C.

5/5

Simon Jones has always provided me with good advice and recommendations with clear guidance and financial planning for the future. Simon is very professional and personable and I couldn’t have hoped for a better advisor.

Alun J.

5/5

The continued care and professionalism that we receive during regular updates goes beyond my expectations. The detail that Simon ( Jones ) has put into ensure we meet our financial goals is exemplary. We have recommended Simon to several friends and received very positive feedback which amplifies the comments above.