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 …
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 …
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 …
Brian Tora from JM Finn & Co gives his insightful market commentary for UNIQ this month. Greece is back in the news again, though fortunately not for making waves in markets. The fact that prime minister Alexis Tsipras is back in power does not augur w …
In September, our own Gemma Davies is launching a 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 or handover of their business to their fam …
This blog is written by Sophie who was on work experience with UNIQ Family Wealth this week: I was recently presented with the fantastic opportunity to spend a week doing work experience within the finance sector in Bristol and Cardiff. For three days, …
The new ‘Pension Freedoms’ have certainly opened up opportunities for more flexible retirement planning, which previously we would not have even considered. We have two cases this month using the new Pensions Freedoms, one involving a single man , abou …
