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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COVID-19 UPDATE
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. We are working remotely, but you can easily reach us on 02920 782330.