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 …
An update on the markets post the budget from our investment partners JM Finn. The march of the Right With Christmas approaching ever faster and the autumn statement now behind us, we might reasonably expect markets to become a little quieter. There’s …
A useful summary of our views on the budget As the dust begins to settle on Philip Hammond’s first (and last) Autumn Statement, the general consensus of opinion is that it was all a bit of an anti-climax. Perhaps that’s a good thing? After all, this ye …
An update on the markets post the budget from our investment partners JM Finn. The politics of Markets I can’t say the last of the autumn statements impressed me over much. Much of the important stuff was leaked in advance. And the expectation of an ec …
We explore how to use Financial Planning to understand when you can retire. Mike and Paula were 63 & 62 respectively when they first met with Gemma Williams, their Planner at UNIQ Family Wealth in May 2015. Mike really wanted to retire, but his current …
Trumped! What will the US Presidential result mean for investments? Our investment management company JM Finn provide the following commentary: This year has been full of surprises. Who seriously thought we would be heading out of Europe ahead of June …
On the 4th August 2016 the Bank of England voted unanimously to reduce base rate from 0.5% to 0.25% to encourage lending and provide some stimulus to the economy post the Brexit vote. So what does the interest rate cut mean for you? While this may mean …
