After 25 years in the industry and 17 years managing a leading financial planning firm, Marlene Outrim founded UNIQ Family Wealth in 2013. Then, our aim was to offer the highest quality, most accessible financial planning service in the UK. Achieving this, we’ve grown quickly and today host a diverse team of tax, mortgage, investment and pension specialists in our offices in Cardiff, London, & Bristol.
When it comes to finance, finding someone you can truly trust isn’t easy. That’s why we’re committed to building real, face-to-face relationships with each of our clients, many of whom view us as friends and partners. A number of our first clients are still with us after 25 years of service – and most have come to us via personal recommendation.
Our Financial Planners are among the most highly qualified in the UK. Regulated by the FCA (Financial Conduct Authority), we’re accredited by the Chartered Institute for Securities and Investments and have won multiple awards – including ‘Adviser Firm of the Year’ (Wales) at the 2016 Professional Adviser Awards.
We only offer independent, impartial advice that we’d follow ourselves, understanding the importance of your wealth to you and your family. While our expert advice is designed for success over the long-term, clients know they can call us at any time for support.