The Story so Far
A Message from Unividual's MD
John Baxter, DipPFS
"When I founded Unividual 15 years ago there was a focus on me delivering a single source of high quality financial planning and advice. Angela joined a few years later and as a team we became concerned over one key question:
"How could we increase the longevity of the business?"
In 2004 my son Lewis Baxter graduated from Exeter University with a Law Degree. He was keen to join the business and worked tirelessly to move from a financial planning assistant to a Chartered Financial Adviser in record time.
Business Management graduate Scott Gurd has worked for Unividual as a financial planning assistant for the last two years. Scott has achieved a Diploma in Regulated Financial Planning and is already following in Lewis’s footsteps to become a Chartered Financial Adviser. After awarded his qualifications Scott will work alongside Lewis and John from January 2016 on a specialised financial adviser training scheme.
Maintaining Standards Whilst Growing
Lewis joining and Scott following the same path, moved Unividual away from a single source of financial advice. Now a Fellow of the CII (Chartered Institute of Insurance), Lewis’s clients rely on him to deliver the same high-quality, reliable levels of service and advice that I do.
As we begin to grow it is vital, we maintain high standards that both the business and our clients expect from us. With our time in the business all spent on servicing and advising clients, we decided to invest in a marketing strategist. I approached my daughter Cherie-Anne Baxter about joining Unividual as the Strategic Development Director.
Cherie-Anne holds a degree in Business and Entrepreneurship, a Masters in Marketing, is a Chartered Marketer and has a background in recruitment and professional services. She helped transform her last business from a small recruitment agency of eight people to one of the UK’s largest, privately owned education recruitment agencies.
Empowering people for the future
January 2015 saw Unividual move from a single to a multi-shareholder environment. Cherie-Anne and Lewis joined myself as shareholders and Directors of the business.
By combining our vast business and industry expertise, knowledge and experience, there is no longer a limit on the longevity of our business. Unividual can continue to deliver long-term financial planning to unique individuals and businesses for the next thirty or forty years. Our extremely valued clients will continue to benefit from and depend on our intelligent levels of advice that manage risk and make money work hard for generations to come.