UNIQ Family Wealth
Initial consultation free
Independent
Financial Planning you can trust; today, tomorrow and for the future.
We can advise you on
Clients
helped
205helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£250k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MS Marlene Outrim M.sc(Econ)
Managing Director
MRS Carrie Garrett BSc (Hons)
Financial Planner
What our clients say
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Richard
When I first spoke with Gemma (The Financial Planning Director at UNIQ) I was recently retired and was worried as to whether I could maintain my lavish lifestyle throughout my retirement. We chatted...
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Jeff & Ann
In 2004 I was coming up to retirement as the Principal of Gwent College in Newport. I was to receive a reasonably large cheque and had other money available to invest. The college set-up an initial...
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John & Ruth
John was looking to retire, just before his sixtieth birthday. We realised we needed professional advice to understand if we could afford to do so, and to set-up any required structures to produce a...
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Mike & Christine
We own and run a successful design and print company, which we established many years ago. As business owners we were aware that certain benefits apply when it comes to the structuring of our...
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Janis
I was referred to UNIQ Family Wealth by existing clients, who I have been friends with for many years. They highly recommended Marlene, the Managing Director at UNIQ, at a time when my husband Graham...
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Bryan & Janet
We first started working with UNIQ Family Wealth when we were planning for Bryan’s retirement from his role as Vice Chancellor, University of Wales. At the time Bryan managed our investments in the...
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
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