Unividual | Bristol Financial Advice 3 Bampton Close, Bristol BS13 7QZ

"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."

"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."

"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."

"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."

"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."