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 …
From April 2015, individuals have had more freedom to access their pensions. These changes mark a radical departure from the existing system, by giving you greater choice and trusting you with your own finances. Pension Freedoms will allow you to choos …
The Government has ruled out scrapping the requirement for advice on Pensions freedoms. Money Marketing recently reported that the Pensions minister, Baroness Ros Altmann said it would be “ridiculous” to scrap rules that force people with guaranteed be …
Market Commentary – 3rd November Brian Tora from JM Finn & Co gives his insightful market commentary for UNIQ Family Wealth: Our first ever investment conference was held recently – and most successful it was, too. The background was a subdued market w …
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 …
