A little bit about me
I joined Unividual in 2014, at a time when we were a very small family-run business. I will never forget my first day, plonked in the corner of the office with no clue where my computer was or how to set it up. The first thing I wrote on my pad was “implement IT infrastructure and induction program”. At the time the office was in the attic of mum and dad’s house. I remember thinking “I am literally sitting in my old bedroom”. Coming from a very successful marketing career in recruitment I did have a moment where I thought have I made a mistake? From that first day I have never looked back. I joined Unividual as a Chartered Marketer becoming the companies Marketing Director, but in fact I manage every element of the operational side of the business: Marketing, HR, recruitment, operations, strategic planning & implementation, organisation of training and events, setting and reviewing budgets and targets, monitoring finances, forecasting and cashflow.
Since joining, a great many things have changed. Unividual has transformed from the small entity that it was to a progressive organisation that now employs 25 people and houses 6 financial advisers, with another 3 advisers in the wings waiting to start in 2022. We look after around 600 clients each year and we take care of over £170m of assets under management. A large proportion of this progression has stemmed from the launch of Unicademy, Unividual’s very own in-house academy that trains aspiring finance professionals. It was probably one of the very first things that my brother and co-director, Lewis Baxter, launched. Unicademy was created for the sole purpose of serving our loyal clients, to ensure their family, for generations to come, will receive an ongoing level of advice tailored to their individual needs.