Client Stories
Below you will find a collection of client stories to illustrate how we’ve helped people just like you to achieve the things that matter most in their life. From making their retirement goals a reality to supporting business growth. We help our clients demystifying their pensions and investments, as well as passing wealth through the generations.
Family Matters: Gareth and Lynne
Background & Challenges
Gareth and Lynne had worked with us at UNIQ wealth since the mid-1980s, needing quality financial advice to support with planning for early retirement. And as time went on it became a family affair, with both their children seeking support with their own financial planning for the goals they wanted to achieve.
Solutions & Outcomes
UNIQ carefully reviewed their personal, financial and family circumstances, forming a clear plan to reach their immediate, medium and long-term objectives. Gareth and Lynne are now both enjoying an active and interesting retirement, and their children are now mid-career, appreciative of all our financial support, guiding them along the way.
“We became and have remained clients of UNIQ Family Wealth because of the rigorous preparation and professionalism of their advisers. It’s a great comfort that they not only support us as our financial needs and circumstances change, but they also provide advice and guidance for our next generation.”
Education & Career: Mike
Background & Challenges
Mike owned and ran a successful design and print company, and he was aware that certain benefits applied when it came to the structuring of pensions. He decided to seek professional advice to re-organise their arrangements in a way that could benefit the business.
Solutions & Outcomes
UNIQ Family Wealth were instrumental in reviewing the existing arrangements, recommending a plan that enabled them to buy their business premises with a tax-efficient loan and a lease back to the company.
“I feel that the Financial Planning support and advice was one of the factors that contributed to our business success. There’s no doubt that this strategy enabled us to create and effective platform to develop our business to where we are today.”
Managing your Money: Bryan and Janet
Background & Challenges
Bryan and Janet first started working with UNIQ when they were planning for Bryan’s retirement. Bryan had been managing their investments in the little time that he had available, but they realised they needed professional support to maintain the lifestyle they wanted.
Solutions & Outcomes
UNIQ were invaluable in the support they provided, reviewing Bryan and Janet’s affairs, undertaking a detailed risk analysis and creating a Financial Plan to ensure they could achieve their goals. And 18 years later, they’re still supported by UNIQ Family Wealth who continue to keep them financially on track.
“The entire experience has far exceeded our expectations. Our Financial Plan is the cornerstone of our current and future financial stability, especially in these troubled times.”
Health & Wealth: Janis and Graham
Background & Challenges
Graham had been diagnosed with a terminal illness and, because of his career, Janis and Graham had properties in various locations and a lot of their finances were offshore. They needed a Financial Planner to help organise their affairs and UNIQ Family Wealth were recommended by friends.
Solutions & Outcomes
UNIQ helped them to coordinate their financial affairs and bring their assets back to the UK, providing invaluable support. Acting as more than just a Financial Planner, they supported with additional needs including wills and probate, acting with a care and warmth that Janis and Graham could trust implicitly.
“I have no hesitation recommending UNIQ Family Wealth. They are easy to talk to, approachable and willing to help in any way. I continue to work with them, and they keep our Financial Plan on track for myself and my three sons. They really do take the stress away.”
Preparing for Later Life: Jeff and Ann
Background & Challenges
In 2004 Jeff was coming up to retirement and was to receive a reasonably large cheque as well as having other money available to invest. He was introduced to UNIQ Family Wealth, and from there, he and Ann decided to work with UNIQ on an ongoing basis.
Solutions & Outcomes
UNIQ led an in-depth discussion about what was important to them and the lifestyle they wanted to live in retirement. They created a personalised Financial Plan to structure their financial affairs and provide the income they needed, as well as ensuring their family were provided for with an investment plan for their grandchildren and a Trust for their two sons.
“Our financial affairs are well looked after. UNIQ’s service has always been excellent, and they are justifiably high profile in the Financial Planning profession.”