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Financial Advice London

Unividual are a successful financial advice business in London with an office in Paddington, just off platform one of the train station. Whilst we have got a lot of clients in the heart of the city, we also look after people and businesses across the entire South East, from Reading to Norfolk and Northampton down to Brighton.

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Financial Advisers in London

Headed up by Chartered Financial Planner and Director, Lewis Baxter, the financial advisers we have based in our London office are some of the best in financial services. No matter whether you want a one off piece of advice or want a complete overhaul of your finances in every area, we can fit our advice around your availability and busy lifestyle.

Our business originated in the South West but Directors Lewis and Cherie-Anne opened their second office in London nearly 5 years ago. Positioned just off Platform One of Paddington Train Station, the office is prime location for people working in Paddington Basin or commuting through the station. There were two objectives in opening Unividual London: firstly to better serve clients, offering personal financial advice and businesses financial advice across the M4 corridor and throughout the capital. Secondly, to open up an additional talent pool for Unividual’s next generation of financial advisers. The office now has three Chartered Financial Planners, two trainee financial advisers and three financial planning assistants.

Come find us on Paddington's Platform One

Office Address: 19 Eastbourne Terrace, London, W2 6LG

Telephone: 0203 626 0454
Email: london@unividual.co.uk

 

Directions to our London Paddington Office

If you are arriving by train, 19 Eastbourne Terrace is located just at the end of Platform One in Paddington Train Station, just after the statue of Paddington Bear. You will see a grey sign for 19 Eastbourne Terrace – walk up the steps and press the buzzer so the reception staff can let you in. If you are arriving on foot, you can also access the office through the train station or through a second entrance at the A4206 end of Eastbourne Terrace. It is one of the last main buildings on the right before you get to the traffic lights at the T-junction at the end of the road.

Our London Financial Advisers

Our financial advisers in the London office have clients from all over the city and across wider parts of the South East. We serve clients around the country and our team is happy to travel to meet clients in locations far and wide. Our three London Chartered financial planners are Lewis Baxter, Matt Finch and Alex Caswell, all came through Unividual’s Chartered Financial Planner training school, Unicademy. Our Bath office also houses Unividual’s operational support team, headed up by Marketing Director Cherie-Anne Baxter.

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Get in touch with a London Financial Adviser

 

If you want to get in touch with one of our financial advisers please fill in the contact form below. If you are a charity or community project and want to find out more about how Unividual can help, please don’t hesitate to get in touch with Cherie-Anne Baxter. She is our Strategy and Marketing Director and part-owner of the business.

Unividual's fight against homelessness

Staff from our London office slept rough to help raise vital funds for a homeless charity, Julian House. Not only did we take part in The Big Bath Sleep Out, but Unividual has been working with Julian House since November 2021 to help raise awareness of homelessness and vital funds. In total, we raised £2,217, the business matched that donation, donating £3,000 to fund the Big Sleep Out and £2,200 to Julian House at Christmas. This brings the total raised for Julian House to just shy of £10,000.

London financial planning director Lewis Baxter and trainee financial adviser Shaun Chivers, were key people behind Unividual’s sponsorship of Julian House’s Big Bath Sleep Out. Lewis Baxter said: “We wanted to do the Big Bath Sleep Out to show our support for homeless people and to help raise money for the charity. We know sleeping out for one night in the cold is nothing compared to what homeless people must go through day in, day out.

“We had the solace of knowing we were going home in the morning. It is awful to think of others who don’t have that luxury. I went straight home and curled up in bed. It is a very humbling experience and something I would recommend to people. Coming into work on Monday morning I had a lot more appreciation for everything in my life and a desire to want to do more to help others.”

Financial advice that reflects the diversity of London

We are so proud of the people and businesses we work with. To us, financial advice should be for everyone and anyone who wants it. We don’t stereotype or put people in to boxes, every one is a unique individual. In financial services there is a real lack of diversity in every way. Our business is working hard to attract new people to the industry who represent our clients. We are focusing on recruiting more women into finance, including people from the LGBTQI community and those from different backgrounds.

“Unividual was recommended to me by a friend and colleague. The decision to use their financial advice has been one of the best I have ever made, from day one my adviser took the time to understand my financial position and goals. Unividual is professional, knowledgeable and personable, patient, detail oriented, they understand what the client wants and will cover a range of options whether its pensionsinvestmentsmortgages.

I’ve been introduced to a range of new products and this has created a positive shift in both my financial position and mindsetI am looking forward to continuing working with Unividual to achieve my financial goals and would definitely recommend them as a financial planner to others going forward.

Poonam, London, 18th August 2021

Educational approach to financial advice

We are experts in every area of personal and business financial advice. Our Chartered Financial Planners will give you the knowledge to understand where you are now, realise your goals for life and improve your understanding of the finance world. We take an educational and partnership approach to advice, building people’s financial literacy and wellbeing and ensuring you generate financial independence.

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