UNIVIDUAL

4.7/5 (58)

Name	UNIVIDUAL
Address	Sterling House, Upper Bristol Road, Bath BA1 3AN
City	Bath
Category	Financial Services
Phone	01225427474 07904676901
Email ID	[email protected]
Speciality	Mortgage Advice, Retirement Planning, Building Wealth Through Investment Planning, Wealth Management, Tax Efficient Investments, Business Consultancy, Shareholder Protection, Life Insurance and Health Insurance, Legacy Planning and Inheritance, Business Exit Strategy, Business Shareholder Structures, Defined Benefits Transfers & Ethical Investing
About	'Unividual' is a family-owned chartered financial planning firm in Bath, England. The firm was established in 2000. What makes their progressive company unique is the financial planning model they have designed that is entirely bespoke to each unique individual and business. Lewis Baxter is the chartered financial planner and director of the 'Unividual.' They have over 15 professionals to provide tailored financial plans. Their business continues to be successful because they give the clients one safe place to seek advice for all of their finances. Their chartered financial planners have the highest levels of up-to-date experience in the industry. Whether you want a complete overhaul of your finances or a one-off piece of advice to start, get in touch. Mortgages are £250 and there is an initial and ongoing fee for investment products which they go through in a first meeting which is completely free of charge and no obligation.
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