
Back in March, Financial Planner, and our Managing Director Marlene Outrim celebrated the launch of her latest book at an event which took place at The Ivy, Cardiff. We were joined by the whole team and a group of clients to celebrate the occasion – sc …

A wealth of evidence shows that an active life is essential for health. The single and most important contributor to achieving and maintaining optimal health is physical activity or exercise. The evidence relating to physical activity and its relations …

An update on the markets from Brian Tora and our investment partners JM Finn. A Pig of a Year? Recently the start of the Chinese New Year was celebrated. This time around it is the year of the Pig. The Pig is the last sign of the twelve that go to make …

The death of a loved one is a time of great sadness and grief, not just for a surviving partner, but for family and friends too. UNIQ Family Wealth (UNIQ) recognises the fact that in the days, weeks and months that follow, your time is best spent suppo …

An update on the markets from Brian Tora and our investment partners JM Finn. Decoding the bigger picture I don’t know about you, but I am becoming increasingly bored with the way in which the talks on how we are to leave the European Union – or not – …

I was recently involved in a discussion about lifestyle financial planning and how many more Financial Advisers have jumped on board this bandwagon without really having the necessary skills to progress the work that they started. It appears that havin …

I was privileged to be asked recently to speak on the panel of the Love and Money event, organised by the Money Advice Service (MAS) in conjunction with Relate & the Chartered Institute for Securities & Investments (CISI) of which I am a member …