Established in 2000, Unividual is a Chartered Financial Planning business with offices in London, Bath and Edinburgh. Family-run, women and LGBTQIA led, we offer financial advice for everyone not just the rich and famous.
Partner Experts are Members & Ambassadors that have proved to supply the highest levels of training and support. They have also shown their commitment to excellence through their support of Includability Members & the community.
Established in 2000, Unividual is a Chartered Financial Planning business with offices in London, Bath and Edinburgh. Family-run, women and LGBTQIA led, we offer financial advice for everyone not just the rich and famous.
Our foundations have always been about treating people as unique individuals. In a non-inclusive industry, Unividual have become trailblazers for bespoke financial advice instead of a one-size fits all service.
In 2020 the Financial Conduct Authority reported only 8% of UK adults received financial advice. Why? Because people can't find a finance expert they can relate to. So, Unividual are on a mission to build a business reflective of today's world that can educate people on their finances rather than tell them what to do. We want every person and business, throughout our local communities, to have the opportunity to improve their financial situation, safeguard themselves against their financial fears and overcome financial challenges. Collectively we can and should all improve our financial wellbeing.
To read more about who we are, our values and what type of advice we provide please read our brochure or check out some of the useful links below.
Meet Andy Lei, our financial adviser in Edinburgh
Our Bristol financial advisers
Check out what is happening over at our financial advice office in Bath
Read up on the benefits of financial advice and some financial planning case studies
Find out more about financial planning for businesses and entrepreneurs
Whether your business is an international brand or a small local company Includability can help benefit you and your team. Our membership offers not only exclusive unlimited access to our job board, but special discounts, community webinars and great support for your business as you grow. Find out why organisations choose the Includability community to help them offer a more inclusive workplace
Our members are dedicated to helping create a society that is free from discrimination, that cares for our planet and has genuine focus on our colleagues, friends and employees Mental Health and Wellbeing. That is what Community means to us and we would love for you to be a part of it.
If you are a company that is committed to creating an inclusive, sustainable and mentally healthy workplace culture, we understand the potential challenges that you may come up against.
Our 6-call verification process, conducted by expert Verification Partners, meticulously analyses your organisation’s practices. This is followed by a Verification Partner Report that identifies areas of strength and opportunities for improvement.
You will benefit from regular informative and educational webinars, resources and a community of ambassadors, Partner Experts and exclusive member benefits.
As an organisation, the key to making meaningful progress is communicating effectively, regularly and with transparency. Our community, who are all passionate about our key pillars, are available to offer you advice, support and guidance when needed.
Individually we can make a difference, but together we can instigate meaningful and positive change. The Includability team is here to make introductions, encourage the sharing of best practice and support each other as we navigate our way to the inclusive and sustainable workplace culture we are all striving to achieve.
Don’t underestimate the power of collaboration.
To create an inclusive workplace culture takes expertise and knowledge which is why we encourage our members to work together. Our regular community networking sessions will provide you access to our directory of Ambassadors, members and advisors so you know that the people you are working with will not only give you the right advice but also share the same values as you.
Relationships are more than just about completing a job or task which is why we use the word community. What we think you’ll love most about Includability is that every person and business has the same values and is working towards the same goal - to create a society that is free from discrimination, that cares for our planet and has genuine focus on our colleagues, friends and employees’ Mental Health and Wellbeing.
Our news and articles section is designed to help you find information about all areas of the Includability community. We have collected articles from the experts at the forefront in developing a diverse, inclusive and sustainable world. We have news, expert articles, case studies and advice.
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