Unividual | Bristol Financial Advice

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.

I received some inheritance last year and when I approached my existing financial adviser, she was reluctant to spend time with me face-to-face and after some concerns I had over the charges I started researching this well-known wealth management firm. I noticed the firm was gaining negative press attention and unsatisfactory client reviews. This led me to explore working with a different financial adviser. I was introduced to Simon Jones, a financial adviser in Bristol, by a friend. The difference in service and the ideas he had around my finances were so much better than my previous financial planner, so we asked Simon to review all mine and my husband’s finances. I quickly realised from reading Unividual’s website we were previously receiving a “one-size fits all” approach to financial advice, Simon and Unividual take the opposite approach, and I can confirm they do live up to their promise. In our time together Simon has spent time really listening to what is important to us, understanding what we would like our future to look like and coaching us, this has improved the relationship I have with my finances. I actually understand now what I am doing with my finances, and this has improved my overall wellbeing. I can now get on with enjoying life knowing that I am taking care of my future with the financial plan we put in place together. Unividual is so different to other financial advisers in the UK, they really are unique and individual.

We cannot recommend Simon Jones and Unividual highly enough. I’m afraid he had an uphill start as we had bad experiences of “old school” advisers. He took pains to allay all our fears. We were fast approaching retirement with little understanding of the benefits and pitfalls of the pensions and products we had in place. After several meetings Simon had a full understanding of our hopes and the products we had. He was able to recommend alternatives that better fulfilled our requirements and overall left us feeling confident about our future which we hadn’t previously. He has also arranged for our wills to be written which had been a “round-to-it” for a very long time. We are in a much better position all round.We have now both retired and Simon Jones saw us through the transition making it completely stress and worry free for us.

For a long time I thought only wealthy people had financial advisers.
My wife and I contacted Simon Jones shortly after our daughter was born as we hadn’t reviewed our life insurance and critical illness in some time and wanted to start saving on a regular basis for the future benefit of our daughters.
Simon, carried out a full review of our existing life assurance and explained the pros and cons of keeping the existing cover versus replacing it with more comprehensive current policies. At no point did we feel like he was selling us anything.
When it came to saving for the future Simon took pains to explain the type of investments and the various levels of risk that accompany them. He then used projections to demonstrate how much more would be available for our daughter down the line if we invested rather than saved in a deposit account. He has also helped sort out our Will.
We have been very pleased with the service that Simon had provided and appreciate the peace of mind his advice has given us as a family.
We’d not long remortgaged before we contacted Simon but when our current fixed rate ends we will be sure to get in touch with Simon for mortgage advice.

If you think that Financial Planning is only for the wealthy, think again.

Looking for financial planning on Bristol, Bath or the South West, I would highly recommend working with Simon.

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.

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.

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.

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.

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.

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.