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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Greg Harris

Chartered Financial Planner

Fellow of the Personal Finance Society

After completing a Law degree and LL.M LPC I knew beginning a legal career wasn’t the right path for me. I started to look at the skills I wanted to utilise, like research, analysis, criticism, theoretical discussions and communication. Unividual approached me about their Chartered Financial Planner academy, Unicademy and since then I haven’t looked back.

Over the years I have absorbed intense details of technical knowledge, and through a combination of technical learning and practical experience I have obtained Fellowship of the Personal Finance Society which is the highest accolade in the UK.  Unicademy is designed to develop ambitious individuals with the right characteristics and values into highly competent and technically qualified professionals. Using a combination of problem solving and critical thinking strategies to the academy gives potential advisers the ability to generate ideas not obtainable with traditional logic. This intense, advanced learning route enabled me to pass my Diploma and Advanced Diploma in Regulated Financial Planning in two years and I am now a Fellow and Chartered Financial Planner. 

Financial advice offers a dynamic, technical environment where I can use the knowledge and experience I have worked hard to build, to help my clients achieve their life aspirations. There is real opportunity in financial services to make a positive difference to people’s lives.   I focus on offering lifetime financial planning in all areas of business and personal finance. I worked hard to also gain additional qualifications in equity release, occupational pension transfers and long-term care so that I work with my clients in areas that are becoming increasingly important. 

Greg Harris

Job Title
Chartered Financial Planner

Credentials
DipPFS, CII MP, LLB Law Degree, Post-Graduate Diploma in Professional Legal Practice

Hobbies
Hockey, Skiing, Music, Socialising with Friends and Holidays.

Contact Details
greg.harris@unividual.co.uk
0330 353 0150

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Require Advice?

Call 0330 353 0150
or alternatively we can call you

Client Testimonials

 

"Since meeting John Baxter we have achieved complete peace of mind with regard to our financial situation and income going into retirement." - Martin and Dianne Richardson