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Financial advice over a cuppa

We are a family run financial advice business with a heart. We aim to provide highly qualified, professional financial advice… but in a relaxed and friendly environment.

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We aim to help business owners and hard-working individuals to make the most of their money. We encourage them to spend their time on things that really mean the most in life, rather than worrying about their financial position.
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Making your ‘universe’ a financially secure place.

 

Whether you are a business owner looking to make the most of your profits, or an individual wanting your hard-earned money to work harder and wondering what you need to do, we’re here to support you on that journey.

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TESTIMONIALS

"I cannot recommend Taylor Beavis and Universe Financial Advice more highly. I have complete faith and trust in Taylor’s expert advice which is based on my risk and comfort levels. Taylor is extremely knowledgeable on the assortment of investment products available and discusses his recommendations in a language I understand. Taylor has helped me with my investments, pension and is now advising me on my Will."

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Who do we help?

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Hardworking business owners

 

We aim to work with you to make the most out of every pound within your business, to provide for you and your family. We know it's hard running a business, because we run one too, so we try and work around your busy schedule.

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Individuals preparing for retirement

 

Money can be a scary topic for some, but we try to take the stress out of it for you. We aim to inspire you to get your financial plan on track and make every pound of your money work harder.

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©2022 Universe Financial Advice

Privacy Policy

Disclaimers:

 

Universe Financial Advice Ltd is authorised and regulated by the Financial Conduct Authority. You can find Universe Financial Advice Ltd on the FCA register by searching 913719. Registered in England & Wales. Company number: 11999267. Registered Office: 45 Glebe Road, East Challow, Wantage, OX12 9FX.

 

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. 

 

If you wish to register a complaint, please telephone 01635 592 000 or email taylor@universefa.co.uk. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.

 

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

 

The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of future performance.

 

Tax treatment is based on an individual's unique circumstances.

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