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About Us

Universe Financial Advice was founded in 2018.

 

We dislike jargon that confuses our clients. We explain everything in layman's terms using diagrams and graphs to illustrate this where we can. If you want to feel empowered to make good financial decisions and build a solid plan for your future finances, then we can help you get on-track.

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Taylor Beavis

Job role: Director & Financial Adviser

Email: taylor@universefa.co.uk

Direct telephone: 07920 828 231

 

Taylor has worked in financial services since finishing his studies. He specialises in working with business owners and the unique challenges that they face. He helps them achieve new levels of financial freedom within their business. He also works with many individuals looking to better plan their retirement journey.

 

When he is not working, you will most likely find him reading something interesting or eating good food.

 

Relevant Qualifications:

Member of the London Institute of Banking & Finance (MLIBF), Award in Pension Transfers (AwPETR) and Diploma in Financial Advice (DipFA).

 

Likes:

Rescue dogs, running, chocolate, eating out with family and friends and countryside walks.

 

Dislikes:

Flying, aubergines, courgettes and red wine! (although, give me a rum and coke any day!)

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Sharon Thomas

Job role: Client Manager

Email: sharon@universefa.co.uk

Direct telephone: 01635 592 000

 

Sharon’s role is Client Manager and she enjoys getting everything ready for our client meetings and working with the product providers on behalf of our business.

 

Born in Greenwich, Sharon had a very successful career in accounts administration and reconciliation before studying to achieve her AAT qualification (one of her biggest achievements professionally). Sharon took a huge leap into the world of regulated financial advice at the start of 2020, so she is still learning the ropes. Outside of work, Sharon loves taking her beautiful dog, Kiki, for a walk.

 

Relevant Qualifications:

CISI Level 2 Award in Fundamentals of Financial Services 

 

Likes:

Arts & crafts, gardening, psychological thrillers and crime programmes.

 

Dislikes:

Parma violets, American comedy, football and sports TV, cold weather (unless wrapped up warm inside).

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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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