One of the biggest things people wish they were taught in school, is how to manage their finances. Even when you've got a secured income and maybe a pot of savings, you're left wondering what's the best thing to do with your money to get the best returns and to keep it safe.
As your personal and professional community, we've teamed up with Unidivudal to bring you a crash course in how to better understand your finances. Unividual have been successfully helping people make financial plans for over 20 years. They're a family run, LGBTQ+ inclusive company that has offices in Bath, Bristol and London.
During my career in the financial services industry, I have performed various roles within banking, insurance and regulated compliance. The former provided me with a strong foundation to develop organisation, customer service skills and understand what good client outcomes really are. It was my role in regulated compliance, however, where I developed in-depth and detailed knowledge and research skills. Additionally, I witnessed the benefits of financial planning and how it changes lives for the better and it was then I realised this was something I wanted to be a part of. At this crossroads in my life was when I started to hear about Unividual. I was working for Intrinsic, now Quilter, and was responsible for checking the suitability of their pension advice. Combined with its reputation in the industry, Unividual struck me as the best financial advice firm I had come across. I was pulled in also by their Chartered Financial Planner training school, Unicademy, which was like nothing I had seen in the industry. Having now been through this process, their ability to nurture the next generation of financial planners was down to a team of very successful directors with a combined 50 years’ experience in their fields.
Simon's Credentials
Qualifications: Diploma in Regulated Financial Planning, Advanced Diploma in Financial Planning, Chartered Financial Planner, Equity Release, Long-Term Care
Awards: Fellow of the Personal Finance Society, Pension Transfer Gold Standard, Inspiring Women’s Futures Ambassador, one of the UK’s Top Rated Financial Advisers in The Times 2021
Ticket cost and not-for-profit
We know our events are often free but due to the amount of effort and time that goes into producing a workshop, the ticket purchase eliminates drop out rates that you see at free events. The ticket cost will cover food and drinks and all profits from this event will go to Unividuals chosen charity partner, The Bath Rugby Foundation.
Getting there
The Unividual office is a short walk from town. If you're a Victoria Park Gym goer you can park there with your membership parking, Victoria Park is nearby. There are a few spaces availible on site so please contact us at hello@successo.com to reserve one. We regret that this event isn't wheelchair accessible.
Disclaimer
We have teamed up with a very reputable company with over 20 years of expertise in financial planning. This workshop is purely guidance, not advice and Successo take no legal responsibility for any information given at the workshop. By purchasing a ticket you are agreeing to this.