Lewis is a Chartered Financial Planner and Fellow of the Personal Finance Society. Lewis has worked in financial services for over 15 years and is also Unividual's Financial Planning Director. Whilst the majority of his clients are in London he often meets with clients in Swindon, Oxford and Bath.
Contact Lewis Baxter
Role: Financial Planning Director and Financial Adviser
Qualifications: Diploma in Financial Planning, Advanced Diploma in Financial Planning, Chartered Financial Planner
Awards: Fellow of the Personal Finance Society, Pension Transfer Gold Standard, Top 25 Adviser in Caerus
Location of Clients: London and across the M4 corridor
Contact Details: 020 3626 0454 | 07747 772 259
Links: LinkedIn
I followed my father, John Baxter, in to financial services at the age of 16, after he established Unividual in 2000. I originally grew up from the bottom of the industry, experiencing a wide array of environments in financial services, eventually joining Unividual full time in 2009. Here I have grown from the “office junior” to becoming one of the youngest financial adviser’s ever to achieve Fellowship of the Personal Finance Society in 2011, an accolade which only a select few advisers in the UK have obtained.
Having spent over 15 years at Unividual, I am now a well-established Chartered Financial Planner and shareholder/Director of Unividual. My combination of business and financial advisory experience, along with technical knowledge, perfectly places me to advise a variety of different clients across the financial spectrum. This combination of practical experience and technical knowledge allows me to provide a high level of quality financial advice to not just families and professionals but business owners alike.
The reason I joined the financial planning field was to help people achieve their goals and the satisfaction that this brings. This has led me to work with a wide array of different people and businesses covering so many different diverse backgrounds. I now work with a great group of clients that vary in stage of life, culture and size of wealth. From young professionals just starting out, business owners looking to maximise returns from hard work, through to retired people looking at how best to achieve their dreams I am there every step of the way for clients.
For me, it is rewarding helping anyone who has a financial goal and wants to engage with a high quality, experienced financial adviser. If you are looking for a financial planner who is straight talking and knowledgeable, who can interact with in an empathetic and understanding way to achieve your goals, then please get in touch. I would be happy to introduce myself so I can find out a little bit more about what you are looking for.
2022s Big Sleep Out was sponsored by Unividual in a bid to support homeless charity Julian House. It’s a grim realisation, that without support of a charity like Julian House, the life expectancy of a long-term homeless person is just 44 years. Lewis and his team took on the sleep out challenge in March 2022 and in the process also raised vital funds. The Financial Planning Director, Lewis Baxter said: “Anyone living in a city in the UK knows the importance of helping the local charities that support men, women and children without homes. When we sit down every day to help clients manage their money, few people realise many of us are just one pay-cheque away from living on the streets. It only takes one failed relationship, the death of a loved one or a closed business. The best thing anyone can do when seeing someone sleeping on the streets is to think how can I help get them back on their feet instead of stereotyping people.” In total with sponsorship and donations Unividual raised just short of £10,000 for Julian house.
Poonam was referred to Unividual by a friend and colleague. Initially, they sought comprehensive financial guidance. The client needed an adviser who could provide clarity on their financial position and assist in setting and achieving financial goals. They required a holistic approach covering various aspects of personal finance, including pensions, investments, and mortgages.
From the very first meeting, Lewis dedicated time to thoroughly understand the client’s unique financial situation and aspirations. This personalised approach ensured a deep comprehension of the client’s needs and goals, in a relax informal way, without them feeling interrogated. Leveraging his extensive knowledge, Lewis presented a range of financial options tailored to the client’s specific needs. Lewis is known for being patient and detail-oriented, ensuring clients comprehended all aspects of their financial plan.
Lewis introduced the client to a variety of financial products, enhancing their overall financial strategy. The client experienced a notable improvement in their financial position and mindset. With a clear understanding of their financial goals and the steps needed to achieve them, the client feels confident about their financial future.
“Unividual was recommended to me by a friend and colleague. This has been one of the best decisions I have made. From day one, my adviser took the time to understand my financial position and goals. Unividual is professional, knowledgeable, and personable. They are patient, detail-oriented, and understand what clients want. They cover a range of options whether it’s pensions, investments, or mortgages. I’ve been introduced to a range of new products, creating a positive shift in both my financial position and mindset. I am looking forward to continuing to work with Unividual to achieve my financial goals and would definitely recommend their services to others.”
Unividual excels in providing clients with a comprehensive understanding of their financial goals and the pathways to achieve them. Our client-centric approach ensures that every individual receives the attention and expertise needed to thrive financially. If you want to find out more about Unividual and the work Lewis does with clients please get in touch for a free first meeting today.
