About UNIQ

For a life well lived

Our personalised financial planning service helps to build your future security, planning ahead with the confidence to live the life that’s UNIQ to you. Everybody is different and we listen to your individual needs, ensuring everything is in place to fulfil your goals and objectives. Whatever life may bring, we’ll help you to live it well, securing a meaningful legacy and supporting your family for years to come.

Founded in 2013 by Director Marlene Outrim, UNIQ Family Wealth was built to help you make the most of your assets for a life of health and happiness. A personal service to help you reach your life goals, financially secure for a life well lived and a family well looked after.

With over 30 years in the industry and 17 years managing a leading financial planning firm, Marlene wanted to offer the highest quality, most accessible financial planning service in the UK. UNIQ Family Wealth has grown quickly, and today we’re proud to host a diverse team of tax, mortgage, investment and pension specialists in our offices in Cardiff, London, and Bristol.

Meet our team of UNIQ experts, all working together for the financial future you deserve.

Our values

Trust

We offer impartial, open and honest advice that we would follow ourselves. Trust is at the core of our relationships with our clients and with each other as a team, for a service you can rely on.

Integrity

We’re committed to the Code of Ethics adopted by the Institute of Financial Planning. Treating clients fairly and responsibly with a professional and personalised service.

Creativity

Life is ever evolving and we evolve with it, adapting to changes in line with your priorities and circumstance. Developing new and innovative ways to ensure you reach your financial goals.

Authenticity

Honesty and transparency are essential to effective financial planning and this underpins everything that we do. All our advice is clearly explained and documented for your reference.

Collaboration

We treat our clients as partners, building real, personal relationships that create real change. Working together to be the best version of ourselves, for healthy, wealthy lives well lived.

Why Choose us

Awards and Accreditations

Adviser Firm of the Year

Among the highest qualified Financial Planning practices in the UK, winning ‘Adviser Firm of the Year’ (Wales) and ‘Best Client Engagement’ at the 2016 Professional Adviser Awards.

Retirement Planner of the Year

The Retirement Planner Awards recognise advisory firms delivering the highest standards of retirement advice to their clients, and we were proud to win this award in 2014.

CISI Accredited Firm

The Chartered Institute for Securities and Investments (CISI) sets standards of professional excellence and integrity for the securities, investment and Financial Planning industry. We’re delighted to be approved as one of their Accredited Firms, meeting the rigorous ethics, experience, competence and professional practice standards.

Exemplar Employer Award

Chwarae Teg’s Exemplar Employer Award is presented to employers demonstrating commitment to a fair and inclusive workplace. It’s presented using anonymous feedback from existing employees, along with a review of working practices by a member of the Chwarae Teg Business Programme.

Partnerships

Society of Later Life Advisers

As an accredited member of SOLLA, we provide a gold standard of financial advice, specialising in services to prepare for later life and everything that’s needed.

My Care Consultant

We’re delighted to be able to share with you My Care Hub from My Care Consultant, providing everything you need to manage your care journey. Whether you’re providing unpaid care for an older adult, are in need of care yourself, or are trying to arrange formal, paid-for care for someone else. This makes it as easy as possible for you to know what to do, how to do it, and where to find more information and advice should you need it.

Insights

Take a look at our latest articles, guides and resources to support your financial planning. Sharing all the latest news and what it means for your finances.