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.

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.

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.

Dan L.

Myself and my partner first met with Simon Hicks early last year, as we were looking to purchase a new home and needed assistance with our mortgage. Simon was extremely professional and transparent and a service that was much improved on finding a mortgage on my own last time around!
Since then Simon has helped both myself and my partner in making sure our protection levels are all in place, at all times making sure that we understood every step of the way.
I look forward to continuing our EIS conversations in the near 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

Liz C.

Simon Jones has a very professional, courteous and friendly manner. Simon took his time to go over every step that I needed to take, offered good sound advice and patiently explained everything in terms that I could follow and understand I felt immediately that he had my best interests at heart and could not have done more for me.

I would recommend Simon Jones to anyone considering using a financial adviser.

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.

Vikash P.

Working in Finance myself I have very little time to plan my own financial matters. What Simon Hicks has done for me and my family has not only ensured our current situation and our futures are secured and protected, with has meant I can concentrate on my own work knowing everything is in good hands. Simon has helped us with our Wills, mortgage, life and critical illness insurance, pensions, investments and estate planning. We chat and meet regularly to discuss our ever changing needs and he’s always available and ready to help. Highly recommend him as a very experienced and knowledgeable Financial Adviser