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

How are we different?

Last year 76% of Unividual’s new clients were referrals from our existing clients. Clients recommend us because we are different from other financial planning firms. The way we run our business, the philosophy and our people make us unique, and so too is Unividual’s personable service. Find out what our clients really think about Unividual.

What our clients think

Get in touch

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