Working with Professional Partners
As a business we strategically partner with professional firms who share our values and commitment to client care, in order to provide integrated and complementary advice to our mutual clients. By working in genuine partnership, we are able to offer a complete Family Office service.
Our expertise spans all areas of financial advice, but particularly family wealth management, investment structuring, pensions and Financial Planning for business owners, especially family businesses. We also provide bespoke Trusts and investment advice for Trustees.
If you are a Lawyer or Accountant seeking to evolve your proposition or access personalised support for your clients in areas that may fall outside of your expertise, and would like to explore working together, please get in touch on: firstname.lastname@example.org
"We have no hesitation in recommending our clients to Marlene and the team at UNIQ Family Wealth. Their approach is completely professional and client focused. The advice given is structured to the client’s needs. Everybody at UNIQ is professional and totally approachable.”
Stephen Cox, Managing Partner
Hayvenhursts Chartered Accountants