Planning for longevity
Our pioneering financial planning model shaped Unividual’s reputation for delivering intelligent advice. However, at the time, Unividual faced a similar problem to other firms: John was the only financial planner, so the business could not offer clients lifetime advice. John’s son, Lewis Baxter, changed this. After graduating with a law degree, Lewis joined the business to start Unividual’s next generation of financial planners. In 2011, he became one of the youngest Chartered financial planners in the country and that year was the youngest Fellow of the Personal Finance Society. Scott Gurd then followed in Lewis’s footsteps in 2013 to become Unividual’s second Chartered financial planner.