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Why choose us?

We aim to guide you towards a financially free life. What does that mean?

 

It means you can work towards achieving everything you have set your heart on, and that you will have the money and our support to do so.

 

Put simply, safe and sound financial planning adds not only real value to your hard-earned money, but also value to your personal life, by allowing you to focus on things you want to do in life with less of the financial worry.

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Why you should choose us

 

The last thing we want is for you to spend your life saving and growing your money, to leave behind funds you cannot enjoy.

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We work with you to help keep your finances on track, but at the same time encouraging you to enjoy the finer things in life when money allows. Life is short, it’s a balance and you should enjoy every minute.

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Universe was chosen as our name as it reflects how we approach our clients and their finances. We step in to your ‘universe’, whatever that may look like, and make sure all of the financial elements are running seamlessly for you.

 

We promise to only give you the advice and guidance that we would give to our own family, after all, we want every slice of advice to pass the family test! We want to empower you to live a life you never thought possible, and to enjoy that along the way with you. 

 

All you need to do is think up what your perfect life looks like, and we can help you understand how to achieve it.

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You can see what some of our clients think about us by viewing our Trustpilot page

[If you visit our Trustpilot page, you are leaving the website of Universe Financial Advice and we cannot be held responsible for the content of this external website.]

"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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©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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