Simon Jones
A Chartered Financial Planner and Fellow of the Personal Finance Society, I am qualified to advise on every aspect of an individual’s finances, including long-term care and equity release. During my career in the financial services industry, I have performed various roles within banking, insurance, and regulated compliance. The former provided me with a solid […]
Simon Hicks
Simon is a Chartered Financial Planner and Fellow of the Personal Finance Society. Based in Bristol, he has clients across the south west, as well as in London, Bath and the Midlands. After graduating with a BA Hons Accountancy degree, I started my finance career at Hargreaves Lansdown, gaining experience in pensions and investments for […]
Scott Gurd
I am an APFS Chartered Financial Planner living in lovely Dorset, but have clients in Bath, Wiltshire, Hampshire, and beyond. With over a decade of experience in financial services, I have extensive experience assisting clients across the key areas of financial planning. My clients come from all different walks of life and have unique needs, […]
Lewis Baxter
I followed my father, John Baxter, into financial services at the age of 16, after he established Unividual in Bath in 2000. I grew up from the bottom of the industry, experiencing a wide array of environments in financial services, to becoming one of the youngest financial advisers to achieve Fellowship of the Personal Finance […]