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UNIVIDUAL LIMITED

Company
UNIVIDUAL LIMITED (03863319)

UNIVIDUAL

Phone: 03303 530 150
A⁺ rating

ABOUT UNIVIDUAL LIMITED

Unividual Ltd Registered Office: 1 Ellis Barn, The Old Dairy, Badbury, Swindon SN4 0EU

Unividual Ltd Registered in England and Wales - Company No. 3863319

Unividual is an appointed representative of CAERUS Financial Limited, which is authorised and regulated by the Financial Conduct Authority

Unividual Origin

Unividual Limited was established in 2000 by entrepreneur John Baxter. The business was created to combat the issue that many financial firms apply a "one-size fits all" tactic when advising their clients. The implementation of this generic service is inadequate in providing the best advice to suit specific financial needs. 

Unividual’s name derives from its ethos that

. The advice they receive should reflect their distinct needs. This is Unividual’s core focus that oozes throughout the culture of the organisation.  Unividual was established to provide you with the highest levels of bespoke service that we felt was missing in the financial services industry.

A Unique and Individual Mission

"Unividual’s mission is to provide long-term financial planning to unique individuals and businesses, building partnerships of integrity with everyone we encounter. Clients can depend on our intelligent levels of advice that manage risks and make money work hard. At Unividual we strive for perfection, whilst taking the moral high road and putting client service first. If at times we don’t achieve 100% perfection we are constantly analysing why, so that every day we can listen, learn and grow in to a better organisation."

A Message from Unividual's MD 

"When I founded Unividual 15 years ago there was a focus on me delivering a single source of high quality financial planning and advice.

"How could we increase the longevity of the business?"

 graduated from Exeter University with a Law Degree. He was keen to join the business and worked tirelessly to move from a financial planning assistant to a Chartered Financial Adviser in record time.

Business Management graduate Scott Gurd has worked for Unividual as a financial planning assistant for the last two years. Scott has achieved a Diploma in Regulated Financial Planning and is already following in Lewis’s footsteps to become a Chartered Financial Adviser. After awarded his qualifications Scott will work alongside Lewis and John from January 2016 on a specialised financial adviser training scheme.

Lewis joining and Scott following the same path, moved Unividual away from a single source of financial advice. Now a Fellow of the CII (Chartered Institute of Insurance), Lewis’s clients rely on him to deliver the same high-quality, reliable levels of service and advice that I do.

As we begin to grow it is vital, we maintain high standards that both the business and our clients expect from us. With our time in the business all spent on servicing and advising clients, we decided to invest in a marketing strategist. I approached my daughter

 about joining Unividual as the Strategic Development Director.

Cherie-Anne holds a degree in Business and Entrepreneurship, a Masters in Marketing, is a Chartered Marketer and has a background in recruitment and professional services. She helped transform her last business from a small recruitment agency of eight people to one of the UK’s largest, privately owned education recruitment agencies.

January 2015 saw Unividual move from a single to a multi-shareholder environment. Cherie-Anne and Lewis joined myself as shareholders and Directors of the business.

I first joined the financial services industry in 1998 because I was concerned that a large proportion of the general public and the business community were being provided with advice on a generic basis. This provides

I want my company to offer the highest levels of bespoke quality advice to our clients

.  To be able to achieve this objective it is vital to understand that every single person has a differing set of circumstances and objectives.  This is implicit in the ability to provide a solution that can be tailored to the specific needs of that individual.

The name Unividual stems from this fact. 

At Unividual we do not stereotype, nor place people in “boxes”.  We understand that each individual has a unique set of financial circumstances and objectives. 

You may need to consider your family or your business finances or plan for unfortunate eventualities.

Whatever the unique financial requirements you have as an individual we are here to help.

Unividual Limited, Hartham Park, Corsham, Wiltshire SN13 0RP

KEY FINANCES

Year
2016
Assets
£255.94k ▲ £143.45k (127.52 %)
Cash
£104.06k ▲ £38.04k (57.62 %)
Liabilities
£60.74k ▼ £-133.41k (-68.71 %)
Net Worth
£195.19k ▼ £276.85k (-339.03 %)

REGISTRATION INFO

Company name
UNIVIDUAL LIMITED
Company number
03863319
Status
Active
Categroy
Private Limited Company
Date of Incorporation
21 Oct 1999
Age - 20 years
Home Country
United Kingdom

CONTACTS

Website
unividual.co.uk
Phones
03303 530 150
03303 530 162
Registered Address
1 ELLIS BARN THE OLD DAIRY,
BADBURY,
SWINDON,
WILTSHIRE,
SN4 0EU

ECONOMIC ACTIVITIES

64999
Financial intermediation not elsewhere classified

THIS BUSINESS IN SOCIAL MEDIA

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LAST EVENTS

15 Dec 2016
Director's details changed for Miss Cherie-Anne Baxter on 14 December 2016
30 Sep 2016
Confirmation statement made on 30 September 2016 with updates
28 Sep 2016
Total exemption small company accounts made up to 31 December 2015

CHARGES

18 December 2012
Status
Outstanding
Delivered
3 January 2013
Persons entitled
Ingenious Resources Limited
Description
Full title guarantee and as continuing security for the…

22 December 2011
Status
Outstanding
Delivered
6 January 2012
Persons entitled
Ingenious Resources Limited
Description
All the right title and interest in big screen productions…

See Also

UNIVIDUAL LIMITED DIRECTORS

Jonathan Barrett Raymond

  Acting
Appointed
10 October 2003
Occupation
Accountant
Role
Secretary
Nationality
British
Address
1 Ellis Barn The Old Dairy, Badbury, Swindon, Wiltshire, SN4 0EU
Name
RAYMOND, Jonathan Barrett

Cherie Anne Baxter

  Acting
Appointed
19 January 2015
Occupation
Marketing Director
Role
Director
Age
35
Nationality
British
Address
1 Ellis Barn The Old Dairy, Badbury, Swindon, Wiltshire, SN4 0EU
Country Of Residence
England
Name
BAXTER, Cherie-Anne

John Philip Baxter

  Acting PSC
Appointed
21 October 1999
Occupation
Financial Adviser
Role
Director
Age
59
Nationality
British
Address
1 Ellis Barn The Old Dairy, Badbury, Swindon, Wiltshire, SN4 0EU
Country Of Residence
England
Name
BAXTER, John Philip
Notified On
6 April 2016
Nature Of Control
Ownership of shares – 75% or more

Lewis Charles Baxter

  Acting
Appointed
19 January 2015
Occupation
Financial Adviser
Role
Director
Age
32
Nationality
British
Address
1 Ellis Barn The Old Dairy, Badbury, Swindon, Wiltshire, SN4 0EU
Country Of Residence
England
Name
BAXTER, Lewis Charles

Bond Pearce Incorporating Cartwrights

  Resigned
Appointed
08 August 2000
Resigned
10 October 2003
Role
Secretary
Address
Bristol Bridge House, Redcliff Street, Bristol, Avon, BS1 6BJ
Name
BOND PEARCE INCORPORATING CARTWRIGHTS

Roy Chambers

  Resigned
Appointed
21 October 1999
Resigned
09 December 1999
Role
Secretary
Address
15 Buie Close, Sparcells, Swindon, Wiltshire, SN5 9FX
Name
CHAMBERS, Roy

Jonathan Barrett Raymond

  Resigned
Appointed
09 December 1999
Resigned
08 August 2000
Role
Secretary
Nationality
British
Address
15 Springlines, Wanborough, Swindon, Wiltshire, SN4 0ES
Name
RAYMOND, Jonathan Barrett

HALLMARK SECRETARIES LIMITED

  Resigned
Appointed
21 October 1999
Resigned
21 October 1999
Role
Nominee Secretary
Address
120 East Road, London, N1 6AA
Name
HALLMARK SECRETARIES LIMITED

Roy Chambers

  Resigned
Appointed
09 December 1999
Resigned
31 December 2004
Occupation
Director
Role
Director
Age
63
Nationality
British
Address
12 Manor Park, South Marston, Swindon, Wiltshire, SN3 4RR
Name
CHAMBERS, Roy

HALLMARK REGISTRARS LIMITED

  Resigned
Appointed
21 October 1999
Resigned
21 October 1999
Role
Nominee Director
Address
120 East Road, London, N1 6AA
Name
HALLMARK REGISTRARS LIMITED

Paul John Matthews

  Resigned
Appointed
19 January 2015
Resigned
05 August 2015
Occupation
Paraplanner
Role
Director
Age
47
Nationality
British
Address
1 Ellis Barn The Old Dairy, Badbury, Swindon, Wiltshire, SN4 0EU
Country Of Residence
England
Name
MATTHEWS, Paul John

Paul Edward Francis Zukiewicz

  Resigned
Appointed
09 December 1999
Resigned
17 June 2002
Occupation
Financial Advisor
Role
Director
Age
68
Nationality
British
Address
24 Moresby Close, Westlea, Swindon, Wiltshire, SN5 7BX
Name
ZUKIEWICZ, Paul Edward Francis

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