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
helped
252
Minimum
pension value
pension value
£100k+
Minimum
wealth
wealth
£100k+
Minimum
mortgage value
mortgage value
£250k+
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...
mc
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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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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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...
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
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