Unividual | Bath Financial Advice

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Reviews

1. Emma Buckland ★★★★★

   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.

   almost 3 years ago
2. Eileen Bax ★★★★★

   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.

   almost 3 years ago
3. Charles Turner ★★★★★

   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.

   almost 3 years ago

1. Oakley Hayward ★★★★★

   I was referred to Unividual and Simon Hicks by a friend, and I cannot thank them enough. The service is much more than I expected from a Financial Adviser; Simon goes out of his way to solve problems and meet me whenever a meeting is required. I would highly recommend his services to anyone looking to sort their finances and allow them to focus on their own business... its given me the best peace of mind I could ask for.

   almost 3 years ago
2. 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.

   almost 3 years ago
3. Cecilia Kumar ★★★★★

   I have been working with Simon Jones for around 18 months. I hadn't used a financial advisor before so was a little unsure initially but Simon was friendly, clear and transparent throughout the whole process. He undertook a thorough analysis of that I was looking to achieve and my personal circumstances. The whole experience has been positive, I feel much more confident about having put in place a long-term financial plan, and I wouldn't hesitate in recommending Simon and Unividual.

   almost 4 years ago

1. 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.

   almost 4 years ago
2. 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

   almost 4 years ago
3. 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!

   almost 4 years ago

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