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 …
In his Budget speech Chancellor George Osborne introduced some measures that were surprising, such as the Personal Savings Allowance of £1,000 of tax-free income for basic rate tax payers (£500 for higher rate), although the actual details are not yet …
The big changes From 6th April, new rules are being introduced to pensions which will give you greater flexibility and control over how you spend your pot when you retire. They may even allow your family to inherit it free of tax. Thanks to these chang …
As a business we believe in giving back and contributing to our society. One way that we do this is through the UNIQ Charitable Foundation, a vehicle we have created to personally support worthy causes. The three charities nominated in our Foundation i …
A Multi-Family Office is an independent firm that supports multiple families to manage their entire wealth, acting as primary adviser (much like a personal Financial Director) and co-ordinating a dedicated team of professionals from complementary disci …
At our client event earlier this year we managed to capture a number of clients on camera, speaking about their experience working with the team at UNIQ Family Wealth. In this post you will hear from Derek Griffiths, a client we have worked with since …
Janet Williams, and her husband Bryan, have been working with the team here at UNIQ Family Wealth for almost 20 years. They were kind enough to attend our client event earlier this year and provide a case study, sharing their story and experience of ou …
