Finance Compass

Unividual | Bristol Financial Advice - Bristol

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 3 Bampton Cl, Bristol BS13 7QZ, United Kingdom.
Phone: 1172354440.
Website: unividual.co.uk
Specialties: Financial consultant, Financial planner, Investment service, Mortgage broker.
Other points of interest: Identifies as women-owned, Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible restroom, Restroom, LGBTQ+ friendly, Transgender safespace, Appointment required.
Opinions: This company has 19 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Unividual | Bristol Financial Advice

Unividual | Bristol Financial Advice 3 Bampton Cl, Bristol BS13 7QZ, United Kingdom

☎️1172354440

⏰ Open Hours of Unividual | Bristol Financial Advice

  • Monday: 8 AM–5 PM
  • Tuesday: 8 AM–5 PM
  • Wednesday: 8 AM–5 PM
  • Thursday: 8 AM–5 PM
  • Friday: 8 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Unividual | Bristol Financial Advice

Unividual es una empresa de consejo financiero en Bristol, Reino Unido, especializada en ofrecer servicios de asesoramiento financiero, planificación financiera e intermediación de préstamos hipotecarios. Con una dirección en 3 Bampton Cl, Bristol BS13 7QZ, Reino Unido, está ubicada en el corazón de la ciudad, lo que la hace accesible para aquellos que buscan asesoramiento financiero en el área.

Para contactar con Unividual, puede llamar al teléfono 1172354440 o visitar su sitio web en unividual.co.uk, donde podrá obtener más información sobre sus servicios y cómo puede ayudarle a alcanzar sus objetivos financieros.

Specialidades

Unividual ofrece una variedad de servicios financieros, incluyendo:

Asesoramiento financiero

Planificación financiera

Servicio de intermedición de préstamos hipotecarios

La empresa se identifica como una empresa women-owned, lo que indica que es una empresa dirigida por una mujer. Además, ofrece apoyo en línea y apuntamientos en sitio para garantizar que sea accesible para todos.

Otras características

Accesibilidad: la entrada y el baño están adaptados para personas con discapacidad en la entrada y el baño, lo que facilita la accesibilidad para todos.

Calidad de atención al cliente: los clientes han destacado la excelente calidad de la atención al cliente, laibilidad y la paciencia de los asesores.

Confidencialidad: la empresa se compromete a mantener la confidencialidad de la información personal de los clientes.

Opiniones

Con una media de 5/5 en Google My Business, Unividual ha recibido elogios por su excelencia en el servicio al cliente y su capacidad para ayudar a los clientes a alcanzar sus objetivos financieros. Los clientes han destacado su conocimiento y experiencia en el campo financiero, así como su amabilidad y profesionalismo.

Recomendación final

Si está buscando asesoramiento financiero en Bristol, Unividual es una excelente opción. Con su equipo de expertos y su compromiso con la calidad de atención al cliente, pueden ayudarle a crear un plan financiero personalizado y alcanzar sus objetivos. Visite su sitio web en unividual.co.uk para obtener más información y programar una cita.

👍 Reviews of Unividual | Bristol Financial Advice

Unividual | Bristol Financial Advice - Bristol
James C.
5/5

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.

Unividual | Bristol Financial Advice - Bristol
toby H.
5/5

Simon Jones is a caring and thoughtful advisor who takes the time to understand his client. We received relevant and useful advice in a timely manner and he was always available to lean on for further advice.

Unividual | Bristol Financial Advice - Bristol
Eileen B.
5/5

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.

Unividual | Bristol Financial Advice - Bristol
Emma B.
5/5

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.

Unividual | Bristol Financial Advice - Bristol
Charles T.
5/5

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.

Unividual | Bristol Financial Advice - Bristol
Yvonne S.
5/5

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.

Unividual | Bristol Financial Advice - Bristol
Liz C.
5/5

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.

Unividual | Bristol Financial Advice - Bristol
Alun J.
5/5

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.

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