Meet The Team
The UK’s top Financial Planners, technical experts and support staff.
Founder & Managing Director
Qualifications: MSc(Econ) Certified Financial Planner, Chartered FCSI, Qualified Pension Specialist, Chartered Wealth Manager
I founded UNIQ Family Wealth, with a distinct family focus, drawing on my experience of owning a Financial Planning practice for 17 years. “It’s difficult to advise individuals in isolation; family issues, succession and cascading wealth often need to be addressed. It made sense to create a firm to provide such a service.”
In my spare time I enjoy being with my growing family, dance, music, skiing and entertaining.
Director of Operations
Qualifications: ILM Level 5 in Leadership & Management | Currently studying towards Level 7 in Leadership & Management | IOSH
I have worked within the Financial Services industry for almost four years and have over 11 years’ experience in management. Within my role I oversee the general smooth running of the office ensuring we provide a seamless service end to end. Human Resources is a big part of my role.
I am a busy working mum and enjoy quality time with family and socialising with friends.
Following a career immersed in Financial Services and Marketing at Lloyds, AXA Wealth and the Bath Executive MBA scheme – I have built specialist expertise and a strong reputation for my marketing work in the financial sector.
I enjoy helping create great marketing so that more people engage with their money.
Carrie Garrett DipPFS MCSI
Qualifications: BSc (Hons) Psychology, Diploma in Financial Planning, Certificate in Mortgage Advice, Certificate in Life and Pension, Certificate in Financial Planning
Having initially studied Psychology, I have worked in financial services for almost 15 years offering high quality, friendly and comprehensive financial planning. My career started in banking, then I worked with Prudential before joining UNIQ Family Wealth.
As the proud mum of a keen sporting child, I spend a lot of time standing in a field cheering loudly for him. I enjoy yoga, travelling, cooking and I also volunteer with Guide Dogs Cymru.
Client Services Manager
Qualifications: CIFA 1, 2 & 3, CeMAP
I have worked in the Financial Services industry for the last 27 years, the last 15 as a Mortgage and Protection Advisor. As well as providing professional financial advice, customer service has always been of utmost importance in my role. The experience I have gained from the industry has given me a passion for providing customer excellence and I am proud to bring this quality to UNIQ.
In my spare time, I like to spend time with my family, socialise with friends, attend musical and theatre events, and sing with my choir.
Qualifications: Level 4 Diploma in Financial Planning, BA (Hons) Business Administration
I have worked in the financial services industry for over 20 years in various roles but with the majority of this time as a Financial Adviser. I am now pleased to be able to bring this experience to UNIQ Family Wealth and work with the planners. My role enables me to focus on researching and report writing.
I enjoy travelling, cooking and am a keen runner. I like to spend my spare time socialising with family and friends.