Welcome to Unividual

Our progressive business has spent 20 years perfecting a financial planning model which is genuinely bespoke to each unique individual across all their finances.

Where does the name Unividual come from?

Unividual’s name reflects our core belief that everyone is unique and individual. We don’t stereotype or place people in boxes. Instead, our version of financial planning is bespoke to each client. We were founded by John Baxter in 2000. Find out how the Unividual story has shaped the business we are today, with a team of over 15 dedicated people across offices in Bath and London.

Read the Unividual story

Our sole mission

Our mission when we created Unividual 20 years ago was the same as it is today: to embrace people as unique individuals and deliver lifetime financial planning that is bespoke to each client. To achieve this, everyone who works for Unividual must strive for excellence in all we do. If we don’t accomplish perfection, we listen to why so that we can continuously improve our business for the benefit of everyone around us.

What are the four pillars of Unividual?

Exclusive service

Our ability to listen and connect with clients is one of the reasons why most of our business comes from existing clients year on year. We listen to what clients want, then ensure our financial planners and staff have the tools and training to deliver one of the best advice services in the industry.

Our service standards

Leading industry experts

We have spent 20 years building an intelligent financial planning business, with people that can give clients the knowledge and confidence to take control of all their finances. We know how important it is to develop each person to become a contributing part of the financial planning process and deliver exclusive service.

How we train our people

Meet the family

Our clients, our philosophy and our people are the most important things to Univdual. There are around 15 of us working across our London and Bath offices. Each member of the Unividual team is an essential part of the business so find out who we all are.

Meet the team

Get in touch

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