''Unividual' is a family-owned chartered financial planning firm located in Bath, established in the year 2000. What sets apart this progressive company is its distinctive financial planning model, meticulously crafted for each individual and business. Heading the firm is Lewis Baxter, a chartered financial planner and director of 'Unividual.' The team is committed to delivering customized financial plans for all clients. The success of their business lies in providing clients with a singular, secure source for comprehensive financial advice. With chartered financial planners boasting the latest industry expertise, 'Unividual' remains a trusted choice. Whether you seek a comprehensive financial overhaul or specific advice, their tailored financial planning guidance spans every aspect of your personal and business finances. Their emphasis on knowledge-sharing empowers you to make well-informed decisions. Feel free to reach out to them for personalized financial insights.
UNIQUE FACTS:
• Unique Financial Planning Process.
3 Best Financial Services in Bath, UK
Expert recommended Top 3 Financial Services in Bath, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
UNIVIDUAL REVIEWS
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!
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.
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.
Help others: Click Here to send review or send us your review to reviews@threebestrated.co.uk. Negative and positive review will be used for rating. Make a difference.
Future Wealth Management is among the top financial planners in Bath. The firm specialises in offering high-quality advice on various aspects of wealth management and collaborates with you to assist in achieving your financial goals. They will aid you in formulating a wealth management strategy that aligns with your financial objectives and aspirations, both presently and in the future. This is grounded in their core values of professionalism, excellence of service, and integrity. Whether you aim to build, grow, protect, or preserve your wealth, they provide a comprehensive range of services. Feel free to reach out to them for any financial queries or concerns you may have.
UNIQUE FACTS:
• Personalised Financial Planning.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
FUTURE WEALTH MANAGEMENT REVIEWS
Keith has been advising my wife and I for over 20 years after being referred to us by friends. He has supported us across our family needs and his advice has been very strong. We really value the consistency of his advice and the team that sits with him. We trust in the advisor skills he demonstrates and talk to him on the widest cross section of things going on in our family. Keith keeps contact and meets with us regularly regardless of whether there is something to action. We would not hesitate to recommend him to others. A Hunt.
I started investing with Keith Tadhunter and St James Place right before the pandemic hit, and I am amazed at how well my savings and pension have performed throughout the difficult time. Keith has always been friendly and professional with no hard sell, but just clear, honest advice. I have complete trust in Future Wealth Management and SJP, and would recommend Keith to anyone.
Keith and his team have worked with me and my husband for many years. Their advice, support and responsiveness to our investment requirements has always been excellent. I would highly recommend their integrity and excellent service.
Help others: Click Here to send review or send us your review to reviews@threebestrated.co.uk. Negative and positive review will be used for rating. Make a difference.
Morgan Financial Group Ltd is a leading financial services business in Bath. With over fifty years of experience in Bath and Cheltenham, the firm has been offering high-quality, independent financial guidance. Independent financial advisers are available to assist each client, providing a personalised, face-to-face service for both corporate and personal financial planning, including all employee benefit arrangements. The firm is dedicated to ensuring that employee benefit arrangements are efficiently managed, prioritising effective communication with both employers and employees. Additionally, they have a branch in Cheltenham.
UNIQUE FACTS:
• Independent Financial Advisers.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
MORGAN FINANCIAL GROUP LTD REVIEWS
Fantastic mortgage advice for the last 5 years from James Morris, hes put up with endless mortgage questions for my buy to let portfolio, and always explained what can be a very complicated process in a simple manner. Thanks James ! Daniel Byrd.
've known David Ithier at Morgan Financial for many years now and have consulted him countless times for his stellar financial expertise. He is by far the most clued up financial advisor I have met. If you are looking for some solid financial advice, then get in touch with David - I couldn't recommend him enough. 5 Stars.
Help others: Click Here to send review or send us your review to reviews@threebestrated.co.uk. Negative and positive review will be used for rating. Make a difference.