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Meet the Bath team

At Unividual we are one big team, but to best serve the people and businesses we work with we have an office in London and Bath. Find out a little bit more about our team in Bath.

Sterling House

Unividual moved in to Sterling House in January 2019. Our office is a large Georgian property close to Bath city centre. Like London, Bath provides good transport links and has a strong pool of talented professionals. For our financial planners graduating from Unicademy, is an ideal city to meet new people and build partnerships. With a ten year lease, we are settled in for the long-haul, spread over four floors to give us plenty of working space, room for our staff to focus or relax and meeting rooms that our clients feel comfortable in.

How to find us

Sterling House is located on the Upper Bristol Road in between Victoria Bridge Road and Midland Road. We are a short walk away from different park and ride stops, Bath train station and Oldfield Park train station. If you are arriving by car, we are lucky to have convenient parking nearby. Charlotte Street car park is a short walk away and there is free parking for 2 hours on the Upper Bristol Road. If you have a client meeting and it is probably going to last longer than a few hours, we welcome our clients to book a Unividual space at the front of our office through their financial planner.

 

The faces behind our Bath office

Currently, the Bath office houses four financial planners. Three of those came through Unividual’s Chartered financial planner training school, Unicademy. They are Scott Gurd, Simon Hicks and Greg Harris, who are all supported by Executive Assistant, Carrie Plummer. Also resident is Managing Director and financial planner, John Baxter, with his team of financial planning assistants managed by Ruth Stainer. Last but not least, Unividual’s operational support team, headed up by Marketing Director Cherie-Anne Baxter, also operates out of Bath.

The finer details

T: 01225 427 474
F: 0330 353 0162
Email

 

Sterling House
Upper Bristol Road
Bath
BA1 3AN

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