You may know Sandra as our Client Relationship Manager, but now is your opportunity to get to know her a little better. What is your job title? How did that happen? Client Relationship Manager. I was taken on as Professional Support and I really enjoy …
Marlene Outrim, Managing Director of UNIQ Family Wealth and Retirement Planner of the Year answers the question ‘What is a Financial Plan?’ Understanding a Financial Plan Do you have any other questions you would like us to answer? Please get in touch …
Brian Tora from JM Finn & Co gives his insightful market commentary for UNIQ Family Wealth: China’s growth prospects With China’s President on a state visit to the UK, what better time could there be to look at the most populous nation on earth. Given …
Attention Business Owners. In November, our own Gemma Williams is continuing her successful series of webinars in conjunction with The Exit Planning Company. The webinars will assist any business owner who: • Is looking to plan towards the future sale …
Brian Tora from JM Finn & Co gives his insightful market commentary for UNIQ Family Wealth: I am old enough to remember the first crop of state sell-offs under the Thatcher government in the early 1980s. Actually, I am sufficiently old to remember the …
You may remember your first day at school, going to university, first love, getting married, new home, having children. All these are undisputedly major changes in our lives, which can bring about enormous change. But retirement is possibly one of the …
Today, investors have access to more information than ever before. Some of the biggest advances for retail investors include: the ability to buy or sell shares for a very low cost, significant diversification from funds, in a variety of markets and mor …
