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UNIQ Family Wealth Limited

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UNIQ Family Wealth Limited

Overview:

UNIQ Family Wealth is an experienced team of independent Financial Planners based in Cardiff, London, Bristol and Swansea supporting families and individuals to make the most of their wealth via intelligent investment, retirement, mortgage and tax thinking. We’re defined by our personalised, hands-on service and driven by our commitment to care – treating each of our clients’ finances as if they were our own.
Advising others on how to manage their finances involves a duty of care. That’s why we built UNIQ Family Wealth to be the financial planning service we’d want to use ourselves.

Driven to help families lead more fulfilling lives, we balance expertise and approachability to deliver award-winning tax, mortgage, retirement and investment support for families and businesses. UNIQ comprises the most experienced financial planning experts in the UK, each working to offer the highest standard of wealth care for our clients.

History:

After 25 years in the industry and 17 years managing a leading financial planning firm, Marlene Outrim founded UNIQ Family Wealth in 2013. Then, our aim was to offer the highest quality, most accessible financial planning service in the UK. Achieving this, we’ve grown quickly and today host a diverse team of tax, mortgage, investment and pension specialists in our offices in Cardiff, London, Bristol and Swansea.

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