Lewis Baxter

Lewis is a Chartered Financial Planner and Fellow of the Personal Finance Society. Lewis has worked in financial services for over ten years and is also one of Unividual's Directors. He heads up the London office in Paddington and whilst the majority of his clients are in London he often meets with clients in Swindon, Oxford and Bath.

My Credentials

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

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

Contact Details: 020 3626 0454 | 07747 772 259

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A little bit about me

I have worked in the financial services industry since the age of 16. Some would say it was in my blood, my father John Baxter established Unividual in 2000. Since joining I moved from the “office junior” to a becoming one of the youngest financial adviser’s ever to achieve Fellowship of the Personal Finance Society in 2011, an accolade which only just over 900 advisers in the UK have obtained.

Now I am a well-established Chartered Financial Planner and shareholder/Director of Univdual. 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 businesses owners alike. My combination of business and financial advisory experience along with my technical knowledge is perfectly placed for clients with wealth complexities and business owners.

However, the reason I got in to financial planning was to help people, whilst I have a large number of clients that vary in size of wealth I also relish working with younger people who are just starting out or business owners who are at the early stages of their growth. For me it is just as rewarding helping someone buy their first home as it is helping a person save enough to retire and purchase their dream yacht. No matter who you are, if you are looking for a financial planner who is straight talking, very knowledgeable and has huge amounts of empathy then please get in touch with me and we can start off just by getting to know each other.

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