How we help
Our financial planning services are tailored to your individual needs, helping you and your family to live the life you want, fulfilled and financially secure. Financial planning that adapts with you as your life and goals evolve.
Working out your objectives
Our service always starts with understanding your goals and objectives, what you want for you and your family when it comes to the financial future. Through detailed discussion, we’ll build a plan that meets your UNIQ needs, tailored to your aspirations for a life well lived.
Later Life Financial Planning
As accredited members of Society of Later Life Advisers, we’re specialists in later life financial planning, understanding your specific needs and helping you map out your future. From pensions and retirement planning to estate planning and inheritance tax, as well as support with care fees planning, wills and lasting powers of attorney. We’re here with all the support you need for the later life you envisage.
As accredited members of SOLLA, our award-winning retirement and pensions advice will help you to achieve the retirement you envisage. Whether you need to set up or review existing retirement planning strategies for you or your employees. Take advantage of our expertise in choosing the right pension plan, deciding how to best invest your money, how to withdraw it when the time comes, and how best to cascade your wealth to the next generation.
There’s so much to consider when it comes to the cost of care in later life. We’re here to share our expertise, supporting you with the important decisions and making sure your choices are the right ones for you. Helping you to understand your rights to state benefits and NHS funding, supporting you in finding the best ways to fund your care, with careful planning and provision to ensure your funds last as long as you need them.
For a life well-lived for you and your family, we’ll guide you through the best ways to pass on your wealth, securing a meaningful legacy and supporting the next generations of your family. Our careful planning can ensure that your loved ones are financially secure and that your business interests can continue to flourish. Managing inheritance tax on estates over £325,000, setting up trusts for your children or grandchildren, or even establishing a charitable foundation.
Our expert financial planning can help you to protect what matters most, ensuring your will is properly written and up to date. Giving you control and peace of mind, knowing your family is taken care of. And with a Lasting Power of Attorney (LPA), we can help you appoint the right person to manage your affairs on your behalf, if you’re ever unable to do so. Ensuring your financial affairs and your healthcare decisions are in safe hands that you trust.
*Our Wills and LPA services are managed by UNIQ Family Assets which is not a regulated company. Wills, Trusts and LPAs are not regulated by the Financial Conduct Authority (FCA).
Lifelong Financial Planning
Effective financial planning throughout your life can make a huge difference to the milestones along the way. We’re here to help with professional advice, mapping your income and expenditure, choosing the right investments for you and building in tax efficiencies. Ensuring you make the most of your money for a healthy financial position at every stage of your life.
Financial planning is at the core of everything we do at UNIQ Family Wealth, tailoring a plan to your unique needs. Examining your income, assets, liabilities and expenditure and developing a roadmap to reach your goals, for you and your family through all of life’s changes. Careful cashflow planning and analysis to give you the peace of mind that the future is in safe hands.
Tax planning can make a significant difference to the tax you pay throughout your life. We can help you to analyse your financial situation and build in tax efficiencies to make the most of your finances. Looking at income tax, capital gains tax (CGT) and inheritance tax (IHT), we can help to reduce your costs both now and in the future.
Intelligent investments are a useful way to reach your financial goals, using your money in the best way to achieve your financial objectives. Looking carefully at the funds you have and assessing your attitude to risk, we can create a diversified portfolio with a mix of investments, tailored to your preferences. Helping you to live the life you envisage and to pass on your wealth to the ones you love.
Our fees
At UNIQ Family Wealth, we pride ourselves on being transparent, providing quality service and value-for-money, with clarity on how much you will pay for financial advice.
Our first meeting with you will be free of charge, and we’ll discuss your individual objectives and requirements. As part of that first meeting, we’ll advise you of our fee structure and fees specific to your requirements, which we’ll then confirm in writing. Everyone has different objectives for their financial plan, and the planning services we offer will always be tailored to your needs.
Testimonials
We’re here to help you plan for all of life’s key moments with personalised financial planning to ensure you reach your goals. Evolving with you through all of life’s changes and ensuring your legacy is secure. Personal and professional financial advice that extends to the next generation and the next. Health and happiness for you and your family through all of life’s milestones, for a life well-lived.
