Unividual | Bath Financial Advice - Bath

Joe L.

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.

Dan B.

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

Poonam D.

Simon Hicks was recommended by a friend and colleague. This has been one of the best decisions I have made.

Simon Hicks is professional, knowledgeable and personable. From day one he took the time to understand my financial position and goals, he is patient, detail orientated, understands what the client wants and will cover a range of options whether its pensions, investments, mortgages. I’ve been introduced to a range of new products and this has created a positive shift in both my financial position and mindset.

Looking forward to continue working with Simon to achieve my financial goals and would definitely recommend his services to others going forward.

Oliver J.

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 daughter.
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 Bath, Bristol or the South West, I would highly recommend working with Simon.

Jon M.

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.

Callum R.

I was lucky enough to find Simon Hicks a couple years ago when searching for the best ways to grow my investment portfolio. Simon is also very knowledgeable about a wide range of areas I hadn’t even considered. Always professional without being too formal. Would highly recommend Simon’s services for mortgages, protection, pensions and investments. He knows it all inside and out!

Jack W.

We were looking for advice for our finances as a whole and were recommended Simon Hicks by a friend. He took care of all of our mortgage and protection needs to begin with, then when we were ready we moved onto pensions and investments. His knowledge of everything was incredible. We even started talking about our wider family and their needs including estate planning and inheritance tax. He explained to us in the first meeting that he had the highest qualifications you can get in the industry, after hearing him discuss countless topics in depth, I now understand what this means. Terrific adviser and would highly recommend.

Cecilia K.

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.