When it comes to family run businesses, it could be hard to beat Chartered Financial Planning firm Unividual.

The company, whose head office is based in Hartham Park, near to Bath, has, at its core, no less than four family members.

Financial Planning Today magazine spoke to the business for the latest edition, which can be viewed in full HERE.

Cherie-Anne Baxter, director and shareholder of Unividual, explained more about the family connections.

She said: “John Baxter, my father, set up the firm. My mum, Angela Baxter, is company secretary.

“My brother, Lewis Baxter, joined the firm in 2009 and is now a Chartered Financial Planner and Director.

“He was Unividual’s first trainee, passing Diploma and Advanced Diploma exams in Financial Planning with the Chartered Insurance Institute and one of the youngest Fellows of the Personal Finance Society at the time.

“Having spent years surrounded by the industry it was always calling me. I joined in 2015 as a Chartered Marketing Director and shareholder of the business, alongside John and Lewis.”

She said that her firm is “really and truly are a holistic Financial Planning firm covering: business consultancy, estate planning, IHT and legacy creation, lending provision, post and pre-retirement planning, risk management and wealth management”.

Find out more about Unividual by reading the article HERE.

The latest issue of Financial Planning Today, our new 40-page magazine for Financial Planners and Paraplanners, is now live online to all readers.  

The new publication features exclusive content, including contributions from leading figures in the worlds of Financial Planning, Paraplanning and Wealth Management, plus features and insights produced by experienced financial journalists.

You can read it HERE or click on the cover below.

Financial Planning Today's latest issue highlights include:

• An exclusive Special Report on the state and health of the Financial Planning profession using data from our readers, with analysis from leading Financial Planners

• Financial Planner Craig Chapman reveals his client prospecting and loyalty tips

• Columns from high profile planner Julie Lord, PFS chief executive Keith Richards, CISI head of Financial Planning Campbell Edgar, plus expert commentary from John Chatfeild-Roberts of Jupiter and Richard Stone, chief executive of The Share Centre

• New Investment and DFM section with 180+ DFM providers listed plus DFM updates

• Plus, Planner Casebook, Inside My Business with Unividual, Financial Planning and Paraplanning news and much more

For editorial enquiries please contact: FPToday@portfoliopublishing.co.uk. For advertising enquiries, including recruitment advertising, please contact: sales@portfoliopublishing.co.uk or 01895 678629.

Financial Planning Today Publisher and Editor Kevin O’Donnell said: “We're delighted to make available issue 7 and we hope the content will be invaluable to professionals. There is a wealth of insight, expert knowledge sharing, news and comment plus many busness tips and ideas to help Financial Planners do an even better job and build on their professionalism.

"We have designed Financial Planning Today magazine to be an essential publication for all professional Financial Planners, Paraplanners and Wealth Managers."

For editorial enquiries please contact: FPToday@portfoliopublishing.co.uk. For advertising enquiries, including recruitment advertising, please contact: sales@portfoliopublishing.co.uk or 01895 678629.