Unividual - Guiding you on the right path

Unividual Ltd, Hartham Park, Hartham Lane, Corsham, Wiltshire, SN13 0RP

Phone: 0330 353 0150   -   Fax: 0330 353 0162
Email: headoffice@unividual.co.uk

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Aimee Marshall

Financial Planning Assistant

After spending four years at the University of Glasgow I graduated with a degree in Business and Management/Psychology in 2014. I was fortunate in the sense that the content of the degree offered a wide scope of coursers and exposed me to many different aspects of business and finance. As a result, I gained significant knowledge by completing courses such as economics, entrepreneurship, operations, international business and strategy.

Following on from completing my degree, I started working at Unividual in 2015 as a Trainee Financial Planning Assistant and was promoted to Financial Planning Assistant in June 2016 after completing my Diploma in Regulated Financial Planning. My role involves providing support to the team, and particularly, to John and Lewis to help ensure they continue to provide a high standard of service to Unividual’s clients. In addition to this, I am also working towards achieving the Advanced Diploma in Regulated Financial Planning by taking the CII external examinations. The company is at an exciting stage of development and I am personally looking forward to being a part of the journey it takes as it progresses.

 

Aimee Marshall

Job Title
Financial Planning Assistant

Credentials
DipPFS, CII MP, MA Hons, Diploma in Regulated Financial Planning

Hobbies
Travel, Sport, playing hockey, skiing, live music, socialising with friends.

Contact Details
aimee.marshall@unividual.co.uk
0330 353 0150

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Require Advice?

Call 0330 353 0150
or alternatively we can call you

Client Testimonials

 

"Very hard to judge the impact of this advice... following those years of graft within the business I achieved more impact in a far shorter time working with Unividual" "In such an important aspect of life... I would have no hesitation in recommending the team at Unividual." - Iain Wilson