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Meet the family

We are a team not because we work together but because we share the same values and understand the role each of us plays in delivering Unividual’s service.

Greg Harris, FPFS
Business Development Director & Chartered Financial Planner

Lewis Baxter, FPFS
Financial Planning Director & Chartered Financial Planner

Cherie-Anne Baxter
FCIM Chartered Marketing Director

John Baxter, DipPFS
Founding Director & Financial Planner

Ruth Stainer, DipPFS
Senior Planning Administrator

Trevor Heffernan
Business Finance Manager

Tracy Knight, FCIPD
HR & Diversity Manager

Queenie Maglaqui
Senior Planning Administrator

Scott Gurd, APFS
Financial Adviser

Simon Hicks, FPFS
Chartered Financial Planner

Raj Kumar
Senior Planning Administrator

Alex Caswell
Chartered Financial Planner

Cherise Tsang
Financial Planning Administrator

Billy Mabberley
Senior Planning Administrator

Mary Jani
Financial Planning Administrator

Simon Jones, FPFS
Chartered Financial Planner

Lauren Green
Financial Planning Administrator

Andy Lei
Chartered Financial Planner

William Carson
Financial Planning Administrator

Get in touch

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