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 Society in 2011 (an accolade which only a select few advisers in the UK have obtained).
As a Chartered Financial Planner, my combination of financial advisory and technical experience and knowledge perfectly places me to advise a variety of different clients across the financial spectrum, from families and professionals through to business owners. I joined the field to help people achieve their goals along with the satisfaction that this brings. From young professionals starting out, to business owners looking to maximise returns from hard work, to retired people looking at how best to achieve their dreams, I am there every step of the way.
It is rewarding helping anyone who has a financial goal. If you are looking for a financial planner who is straight talking and knowledgeable and who can interact in an empathetic and understanding way to achieve your goals, please get in touch.