Your family deserves the best Financial Plan

Financial Planning means building future security, health and happiness for your loved ones through intelligent investment, pension and tax choices. Today, UNIQ Family Wealth leads the field with our personal, hands-on financial advice in Cardiff, London & Bristol.

Book an appointment

We offer all prospective clients an initial discovery meeting with one of our Financial Planners, at our own expense, to understand whether there is a fit between your needs and the services we provide.

Book your initial discovery meeting to start gaining clarity and focus over your finances today.

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Sign up to our quarterly newsletter 'Life Well Lived' for the latest content on all things Wealth, Health & Happiness. We respect your privacy. Your details will never be sold or shared. By clicking the button and submitting your personal data, you consent to receiving email communications from UNIQ Family Wealth. You can opt-out of receiving further email communications at any time by clicking the "unsubscribe" link at the bottom of any email you receive from us. To read more about our privacy policy - click here.

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We understand that we’re currently in an unprecedented scenario, and it’s natural to feel worried about your finances at this time. We are keeping up to date with the situation: you can read our updates here, and if you would like to talk things through please don’t hesitate to give us a call on 02920 782330.