Universefa Reviews

Clear and Intelligent Financial Advice

Working with Taylor has been a revelation In a few months he has scooped up all my pensions including one I didn t know about sorted out some errors and set a forward path where I finally know what I m doing Engaging and concise he has carefully explained everything along the way to the point where I now find financial management fascinating I really enjoy working with him and feel totally confident that he will always give me his best advice

Wonderful

I have only positive things to say about Taylor and Universal Financial Advice I wanted to set up a private pension but had no idea where to start The advice I received was comprehensive informed and delivered in a way that I understood without it being patronising in any way Taylor kept me updated of the progress throughout and I feel very satisfied with the advice and subsequent pension set up for me as a result I feel I am saving the amount that is right for me - I am still able to live the life I want to live now and feel comfortable I am investing my money in the most appropriate pension for me and my future Taylor took the time to get to know me and my circumstances to ensure this was the case I cannot recommend highly enough

Excellent well informed advise

Excellent well informed advise that is tailored to my needs and future financial wellbeing Taylor and the team at Universe Financial Advice have diligently suggested new products to maximise my investments and pensions whilst taking advantage of various tax savings approaches They also recommended various life insurance policies and protection to best suit my needs and lifestyle I cannot fault the quality of service and advice I have received thus far and would have no constraint at recommending them

The Best Advice

I wasn t sure that I had the right level of insurance cover to support the needs of my changing family set up Taylor was great and completed a thorough assessment of what cover I had and what the potential gaps were Afterwards I felt really confident that the level of protection I already had was actually pretty good with some small additions I found he was really approachable and his attention to detail is excellent It has been great to know that I have someone that I can rely on for my own financial advice but also who I can recommend to friends and family

Excellent five star service

I have used this service for a couple of years now and i am very happy with all the advice i have recieved I could not recommend this company enough and all the employees that have looked after me so well

Highly recommend Universe Financial Advice

Taylor was able to dedicate time to understand our specific situation and provided detailed explanations throughout the entire process that were easy for us to understand He keeps us well informed and up to date I am confident knowing that Taylor respects and treats our privacy very professionally I would highly recommend Universe Financial Advice to all my friends and family

An IFA you can wholeheartedly trust

Taylor has been there for all of our financial needs Initially starting with investment advice and support and arranging Stocks Shares ISA s And later arranging our Wills as well as arranging much needed life insurance and protection ahead of the birth of our first child As a young couple who were somewhat clueless about our financial affairs he has helped us so much He explains everything in layman s terms and has been so open and honest in terms of his advice never advising products that were of no need or benefit to us Having a financial adviser you can wholeheartedly trust is so important to us as a couple and thanks to Taylor we feel very financially secure as a new family He s always at the end of the phone if you have a query and nothing ever seems too much trouble for him and his team

Highly recommended - approachable and knowledgeable

I would highly recommend Taylor at Universe Financial Advice for anyone who is looking to improve their financial planning whatever level of income Despite the fact that I only work part time due to raising children Taylor has assessed my finances and consolidated old pensions and investments and I feel 100 confident that my money is well looked after I m so glad I sought his advice as the funds I do have are now working for me rather than just sitting there doing nothing

Bespoke financial advice from a talented professional

Taylor has been providing me with financial advice for both personal and workplace pensions He has a rare combination of qualities he is an expert in his field explains tricky concepts patiently and thoughtfully and finds genuine connections with his clients There is a genuine warmth to Taylor s approach which is much needed in the jargon and acronym-laden world of finance I feel my financial future is in good hands