Financial Advice fit for the future
As the business evolved, Lewis and John needed a specialist to design and implement Unividual’s next phase of growth. In 2014 John’s daughter, Cherie-Anne, was hired to implement a legacy plan that both clients and staff can benefit from. As an experienced recruiter, Chartered Marketer and proven strategist, she joined Lewis as a director-shareholder. Together they have managed the next phase of Unividual’s growth. Their combined expertise sparked the creation of Unicademy, our very own in-house academy that nurtures the next generation of Chartered financial planners. Ruth Stainer, Greg Harris and Simon Hicks were the first graduates of the academy. Greg and Simon now serve the business as Chartered financial planners and Ruth is a Team Leader.