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Financial Advice London

Unividual are a successful financial advice business in London with an office in Paddington, just off platform one of the train station. Whilst we have got a lot of clients in the heart of the city, we also look after people and businesses across the entire South East, from Reading to Norfolk and Northampton down to Brighton.

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Financial Advisers in London

Headed up by Chartered Financial Planner and Director, Lewis Baxter, the financial advisers we have based in our London office are the most highly qualified in financial services. No matter whether you want a one off piece of advice, are keen to read a financial guide, or want a complete overhaul of all your finances, Unividual will tailor advice and our service around your availability and busy lifestyle – this is the Unividual Way.

Unividual have been operating in London for over ten years, first based in Richmond and then moving to our London Paddington office in 2017.  Paddington has once again become one of London’s most sought-after locations to do business, re-establishing itself as a gateway to all corners of London. It has once again become the beating heart of London connecting everyone across the city to the rest of the UK and the world beyond.

Find us in the hub of Paddington, THE place to connect, work and thrive

Since 1998 Paddington has seen the development of over 2.5 million square feet of commercial space which has been developed by some of UK’s best property businesses and some of the world’s best architects. On top of the redesign of Paddington Central, Paddington Basin and Merchant Square, LandSec were the brains behind Eastbourne Terrace, where Unividual proudly calls our home in London. We are joined by so many businesses leading the evolution of Paddington from financial services organisations like Prudential and Visa through to global giants like Microsoft, Sony Pictures and Mars and sporting organisations like The Premier League. This is all alongside smaller pioneering businesses and the modern markets of Merchant Square and Paddington Central which provide the perfect blend of commerce.

What we love the most about Paddington though is it is much more than just transport links, architecture and business. Paddington brings people together so that communities and the surrounding neighbourhood can all thrive in a vibrant place to live, work and play.

Office Address: 20 Eastbourne Terrace, London, W2 6LG

Telephone: 0203 626 0454
Email: london@unividual.co.uk

 

 

Award-Winning Financial Advice in London

Unividual is a Chartered Financial Planning business like no other and is now one of the largest privately owned financial planning businesses in the UK. What does that mean for you? Well, everyone in life can come across milestones that impact on their financial situation and our job is to help you improve your financial situation, safeguard you from financial fears and help you overcome life’s financial challenges. If we can help you maintain your financial wellbeing at the same time as well that is also a priority. This gives you the time and resource to achieve what you really want from life. Our approach to financial advice and the way we run our business has made us recognised as trailblazes not just throughout our industry but across the local communities we operate in and throughout business as a whole. Some of our accolades include:

     

 

Educational approach to financial advice

We are experts in every area of personal and business financial advice. Our Chartered Financial Planners will give you the knowledge to understand where you are now, realise your goals for life and improve your understanding of the finance world. We take an educational and partnership approach to advice, building people’s financial literacy and wellbeing and ensuring you generate financial independence.

Who do we work with?

At Unividual we don’t live in a world that serves the traditional image of what a client looks like. Unividual serves a diverse range of people. In 2022 51% of our clients were women and 49% men, clients are from different backgrounds and cultures, many are from the LGBTQ community and we work with small businesses, entrepreneurs to large national corporations.  You are not too old or young for financial advice, you aren’t “too poor” and don’t worry about feeling embarrassed of what you don’t know. There is no typical client or family set up and everyone is unique and individual. Take a look at some of the clients we have worked with throughout the South East.

"As a new investor Unividual has made the process easy & enjoyable"

“I recently started a business relationship with Unividual. I can thoroughly recommend the company. As a new investor they made the process incredibly easy and enjoyable, spent many hours researching and discussing options with me and are always available. I will certainly recommend Unividual to friends and family.”

Max, Kettering

"Questions answered in ‘layman’s terms’ so we understand things"

“Lewis Baxter is our financial advisor and we could not be happier with the service he gives us. He has helped in all aspects of our finances and is extremely knowledgeable and up to date on the ever changing rules and legal requirements of the financial world. Lewis is always very personable and reliable whenever we request or hold a meeting and answers all questions in ‘layman’s terms’ so we completely understand every aspect.”

Sarah & Tristan, Sutton

There for us every step of the way and with every big decision"

“Unividual have managed mine and my wife’s finances for over ten years. Our financial adviser has supported us through 3 house moves up and down the country, there for us every step of the way and with every big decision. Now in our 40s we are reviewing retirement. As our careers have grown and savings nurtured, our finances are more complex. We are now looking at the implications of tax. Without Unividual we wouldn’t be where we are now.”

Laura, Worcester

"Positive shift in both my financial position and mindset"

“The decision to use a financial adviser has been one of the best I have ever made, from day one Unividual took the time to understand my financial position and goals. My adviser is professional, knowledgeable and personable. He is patient, detail orientated, understands what the client wants and will cover a range of options. I’ve been introduced to a range of new products and this has created a positive shift in my financial position and mindset.”

Poonam, London

Financial advice for everyone in London

We are so proud of the people and businesses we work with. To us, financial advice should be for everyone and anyone who wants it. We don’t stereotype or put people in to boxes, every one is a unique individual. In financial services there is a real lack of diversity in every way. Our business is working hard to attract new people to the industry who represent our clients. We are focusing on recruiting more women into finance, including people from the LGBTQI community and those from different backgrounds.

London's Financial Advisers

Our financial advisers in the London office have clients from all over the city and across wider parts of the South East. We serve clients around the country and our team is happy to travel to meet clients in locations far and wide.  Unividual also has an office in Bath which houses the operational support team, headed up by Marketing Director Cherie-Anne Baxter. In 2023 we also opened our first financial advice office in Scotland, in the city of Edinburgh. Because of our bases across all corners of Great Britain we work with a lot of businesses and entrepreneurs who live or work in multiple parts of the UK.

Get financial advice in London

Unividual's fight against homelessness

Staff from our London office slept rough to help raise vital funds for a homeless charity, Julian House. Not only did we take part in The Big Sleep Out, but Unividual has been working with Julian House since November 2021 to help raise awareness of homelessness and vital funds. In total, we raised £2,217, the business matched that donation, donating £3,000 to fund the Big Sleep Out and £2,200 to Julian House at Christmas. This brings the total raised for Julian House to just shy of £10,000.

London financial planning director Lewis Baxter and trainee financial adviser Cherise Tsang, were key people behind Unividual’s sponsorship of Julian House’s Big Bath Sleep Out. Lewis Baxter said: “We wanted to do the Big Bath Sleep Out to show our support for homeless people and to help raise money for the charity. We know sleeping out for one night in the cold is nothing compared to what homeless people must go through day in, day out.

“We had the solace of knowing we were going home in the morning. It is awful to think of others who don’t have that luxury. I went straight home and curled up in bed. It is a very humbling experience and something I would recommend to people. Coming into work on Monday morning I had a lot more appreciation for everything in my life and a desire to want to do more to help others.”

If you want to get in touch with one of our financial advisers please fill in the contact form below. If you are a charity or community project and want to find out more about how Unividual can help, please don’t hesitate to get in touch with Cherie-Anne Baxter. She is our Strategy and Marketing Director and part-owner of the business.

 

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