"I have no hesitation recommending UNIQ Family Wealth. They are easy to talk to, approachable and willing to help in any way – even via other sources."
Janis & Family
Janis & Family
Financial Planning Clients
I was referred to UNIQ Family Wealth by John and Ruth Foscolo, who I have been friends with for many years. They highly recommended Marlene, at a time when my husband Graham and I were looking for a Financial Planner to help us to organise our affairs.
Sadly Graham had been diagnosed with a terminal illness. During this time Marlene was a great support. She provided invaluable input, helping to handle and organise our finances. Due to the nature of Graham’s role as Chief Engineer at Rolls Royce we had travelled widely and spent many years living abroad. As a result a lot of our finances were offshore and we had properties in various locations.
UNIQ Family Wealth have helped to coordinate our financial affairs and bring our assets back to the UK. They have acted as so much more than a Financial Planner, by helping with things I didn’t even know existed – wills, probate and such like. This was at a time when I really needed support and their help was invaluable. Our planner was caring, warm and someone I could trust implicitly.
"Today I continue to work with the team at UNIQ Family Wealth. They help to keep our Financial Plan on track for myself and my three sons. By working with them I feel comfortable with our finances and my mind is at ease – they really do take the stress away."
