We provide dedicated Financial Planning services, tailored to the individual needs of families and family business owners in Cardiff, London, & Bristol.
Our approach is underpinned by sound Financial Planning principles, to help you make smart decisions about your family's finances and ensure you achieve your goals in life.
How we do it
Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life; it's not just about buying products like a pension or an ISA.
It might involve putting appropriate wills in place to protect your family, thinking about how your family will manage without your income should you fall ill or die prematurely, spending money differently, but it involves thinking about all of these things together i.e. your 'plan'.
We educate, inform and guide you, keeping you and your family on track financially and liaising with your other professional advisers as appropriate.
Our Financial Planning Process
All our advice is unbiased, professional and informed, delivered by Financial Planners with considerable experience advising families on wealth related matters.
Adhering to the UNIQ Financial Planning process, illustrated in the diagram, we will create your personal Financial Plan. This tailor made plan will help you define what you want out of your life, for your future and your family. Making the most of your assets and giving you a defined track to follow will enable you to lead a more fulfilling and financially secure life.
Our Financial Planning process will provide clarity and bring order to your family's finances. We ensure that your Financial Plan is directly aligned to your needs and ambitions; then regularly reviewed and adapted to suit your changing circumstances.