“We have no hesitation recommending UNIQ Family Wealth. We feel we can always trust them implicitly."
Jeff & Ann
Jeff & Ann
Estate Planning Clients
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 meeting with Marlene, the Managing Director of UNIQ, and following that I elected to enter a longer term arrangement.
The process began with an in-depth discussion about what was important to my wife Ann and me, and the lifestyle we wanted to live in retirement. The team then created a personalised Financial Plan to structure our financial affairs and provide the income we needed to maintain our lifestyle.
I feel that one of the biggest benefits is the way our money is invested. We honestly don’t have to worry what the stock markets are doing, our portfolio is efficiently managed and we can leave it to the experts.
Another added benefit of working with UNIQ Family Wealth is that they help us to structure our investments to ensure our family are provided for. To that end we have established a separate investment plan for our grandchildren and are looking to move an investment property into Trust for our two sons to mitigate inheritance tax.