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Unividual have made the big move back home to Bath

Chartered financial planning firm Unividual has moved back to Bath after two years away from the city. The firm, founded in 2000, is moving from Hartham Park in Corsham to Grade II listed Sterling House on the Upper Bristol Road on Wednesday, January 30.

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Unividual moved away from Bath in 2016 as there was no suitable office space available at the time. Cherie-Anne Baxter, Chartered Marketer and Marketing Director, said: “We are really pleased to be moving back to Bath later this month. The move offers many benefits, including access to a greater pool of talent when it comes to recruiting new staff, it is easily accessible for our clients when they travel to us for meetings and for our staff when they come into work every day.”

Scott Gurd, one of Unividual’s Chartered Financial Planners added: “I went to University in Bath and I have never looked back. I really missed this city when we moved to Corsham. It is a dream to move back, I will be able to walk or cycle in to Bath but more importantly Univdual have a lot of clients and friends of the firm in Bath and we look forward to spending a lot more time getting to know everyone in the city.

Greg Harris, Chartered Financial Planner, said: “We spend a lot of time in Bath, we are heavily involved in local groups and networking events. We have had so much feedback about our move back to the city and we hope that our new location will attract local residents looking for a bit of a unique firm. We pride ourselves on not putting people in boxes, every client is a unique individual or business with a unique story to tell. We bespoke all our financial planning to each client and our service spreads across all areas of someone’s finances for the rest of their life. I trained through Unividual’s in-house Chartered Financial Planner training academy and I am proud to be part of the next generation of our family-run business that can effectively service clients for the next 30 to 40 years”

Unividual also opened a new London office in December at 19 Eastbourne Terrace in Paddington Train Station. Company director Lewis Baxter is heading up the London office. Unividual gained Chartered Financial Planner status with the Chartered Insurance Institute in 2015.


Article Date: 1st February 2019

Author: Cherie-Anne Baxter, FCIM Chartered Marketer

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