"We became, and have remained, clients of UNIQ Family Wealth because of the rigorous preparation and professionalism of their Advisers, which is reflected in UNIQ’s continual growth, retention of clients, and esteem amongst their peers in the industry”.
Gareth & Lynne
Gareth & Lynne
Financial Planning Clients
We have known UNIQ’s Managing Director Marlene since the mid-1980 and first started working with her when Gareth took early retirement from full-time employment. By now, we have both fully retired and, in no small measure thanks to the expert advice of UNIQ, are enjoying active and interesting careers as retirees!
In the early years as clients, we worked with UNIQ in comprehensively reviewing our personal, financial and family circumstances and in articulating our objectives over immediate, medium and long-term horizons. By now, it’s sufficient to review and manage things on the basis of an annual strategy meeting, although that is usually supplemented in the interim by email or telephone queries as necessary. UNIQ’s advisers are always readily available and quick to respond.
Both of our children are by now in mid-career, and we are pleased that they too have chosen to seek advice from UNIQ. We treasure a card which our daughter once sent us: it shows an adult elephant gently steering a young elephant, and the card reads: “Thanks for every time you’ve been there nudging me in the right direction!”. Perhaps we should send the same card to Marlene.