About Us
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Services
- - Driven to help families lead more fulfilling lives, we balance expertise and approachability to deliver award-winning tax, mortgage, retirement and investment support for families and businesses.
  - Services
    
    Financial Planning
    
    Retirement Planning
    
    Estate Planning
    
    Tax Planning
    
    Investment
    
    Business Planning
    
    Money Transfer Service
    
    Fees
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Our Clients
- - It’s a people-first approach that marks everything we do – and which differentiates us as the most personable, dependable financial planning service in the UK.
  - Our Clients
    
    Gareth & Lynne
    
    Mike & Family
    
    Bryan & Janet
    
    John & Ruth
    
    Janis & Family
    
    Jeff & Ann
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Knowledge
- - At UNIQ Family Wealth we're experts in the Financial sector but our guiding purpose is to help our clients have a 'Life Well Lived'. So on these pages you'll find our favourite content on wealth, health and happiness.
  - Knowledge
    
    Our Blog
    
    UNIQ Guides
    
    FAQ
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Contact Us

Contact

To speak to someone at UNIQ Family Wealth:

Coronavirus Update: In line with government advice, we have closed our office with the entire team working remotely for the foreseeable future. Our team are set up to work remotely and can deal with calls and emails exactly as we would in the office.

Directions to our ofiices

Cardiff (Head Office)

TEL: 02920 782330

Visit us in Cardiff

Fairway House
Links Business Park
Fortran Rd
St. Mellons
Cardiff
CF3 0LT

Bristol

TEL: 01454 411800

Visit us in Bristol

Unit 3 Green Farm Business Park
Folly Road
Latteridge
Bristol
BS37 9TZ

Abergavenny

TEL: 02920 782330

Visit us in Abergavenny

Unit 1 Waddington House
Llanover Business Centre
Llanover
Abergavenny
NP7 9HA

London

Tel: 02036 912919

Visit us in London

33 St James’ Square
London
SW1Y 4JS

Book an appointment

We offer all prospective clients an initial discovery meeting with one of our Financial Planners, at our own expense, to understand whether there is a fit between your needs and the services we provide.

Book your initial discovery meeting to start gaining clarity and focus over your finances today.

Stay in-touch

Sign up to our quarterly newsletter 'Life Well Lived' for the latest content on all things Wealth, Health & Happiness. We respect your privacy. Your details will never be sold or shared. By clicking the button and submitting your personal data, you consent to receiving email communications from UNIQ Family Wealth. You can opt-out of receiving further email communications at any time by clicking the "unsubscribe" link at the bottom of any email you receive from us. To read more about our privacy policy - click here.