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Unividual Financial Advice Bath

Traditionally financial advice in Bath has been very rigid, firms work with thousands of clients all grouped together, with standardised levels of service and ‘off the shelf’ financial planning. This is not ‘the Unividual Way’, we don’t live in a world that communicates and serves the traditional image of what a client looks like. Established 0ver 20 years ago, we have built our business to be able to serve a huge variety of people across every area of their finances. Whatever your circumstances, yes we can help you. We have clients that are women and men, from different backgrounds or cultures, many of whom are from the LGBTQ community, some families have “2.4 children” and others are far from it. Whether you are saving for a house, want to start retirement planning, are keen to protect your family or protect your business, or want to invest, you do you! Unividual will help you achieve your objectives by giving you the innovative, bespoke financial advice you need for the rest of your life.



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Unividual, Sterling House, Bath
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Cherie-Anne Baxter

Member since 3 years ago
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