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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Simon Hicks

Financial Planning Assistant

After graduating from university in 2006 with a 2.1 BA Hons Accountancy Degree I moved straight into the finance industry. I joined Hargreaves Lansdown of Bristol just as they were just gaining momentum, but prior to floating on the stock market. Here I gained significant pension, ISA and investment knowledge and enjoyed a promotion to SIPP Account Manager. After more than 5 years I decided to finally fulfil my dream to travel the world. During my 11 month trip I managed to tick off 22 different countries from South East Asia to Latin America and finally ended up in Mexico where my twin sister came to meet me for Christmas before heading home to reality. Shortly after adapting to the real world again I enjoyed a short spell in Pension Administration at Ascentric in Bath; I was subsequently headhunted by Friends Life only 9 months into my service there. Friends Life offered an attractive role utilising my pensions knowledge but also developing my understanding in other areas such as tax, trusts and protection. Part of this employment required a fast track journey to becoming Diploma qualified in Financial Planning which I completed without upset after 12 months training in January 2015. I was then approached about an opportunity at Unividual to further my career, utilise my current skills and advance myself towards becoming a Chartered Financial Planner. Once I had met the team, heard about Unividual’s history and learned of their approach to advice it was an easy decision to accept the offer.  Unividual is a very unique place to work and it is refreshing being in an environment that focuses so much on client service and looking after their staff. I have learnt so much off John, Lewis and Scott and enjoy pushing and stretching that knowledge  even further.

Simon Hicks

Job Title
Financial Planning Assistant

Credentials
DipPFS, BA Hons, Cert CII (MP), Diploma in Regulated Financial Planning

Joined
January 2015

Hobbies
Chelsea FC, football, snowboarding, drinking tea and socialising with friends

Contact Details
simon.hicks@unividual.co.uk
0330 353 0150

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Require Advice?

Call 0330 353 0150
or alternatively we can call you

Client Testimonials

 

"I have used Unividual's expertise to deal wth every significant financial decision I have made and it has always been sound, well thought through advice, tailored to my specific situation." - Mark Joll