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 us all at UNIQ Family Wealth, we wish Sam and Linda Isaac of Isaac Rees Wealth Management, a very happy retirement. They had a wonderful retirement lunch at the Angel in Abergavenny and were delighted to see a few of their clients who joined us to …
“The strength of the team is each individual member. The strength of each member is the team.” – Phil Jackson Having the right team in place to serve you, our valued clients, is of paramount importance to us. This month we get to know Rachel Bevan. Why …
The Office of Tax Simplification (OTS) last month, released the second part of its investigation into simplifying what now seems to be the highly unpopular IHT rules. The findings were reflected in its consultation which elicited an unprecedented level …
Monday 19th August saw the UNIQ team swap their computers and usual working day in the office for the great outdoors. The team travelled to the Taff Valley, in the stunning waterfall region of the Brecon Beacons for their annual summer event and a day …
An update on the markets from Brian Tora and our investment partners JM Finn. How are the mighty fallen? Shares have held up reasonably well recently, helped by President Trump cancelling the proposed tariff on Mexican goods and expectations of more ce …
An update on the markets from Brian Tora and our investment partners JM Finn. It’s (still) all about trade With a short week of trading for both us and the Americans and little of note on either the results or the economic front, is it any wonder marke …
