“The climate has changed considerably over the last 5 years, however our plan has been flexible enough to accommodate and obviate the worst excesses of the financial crisis.”
Bryan & Janet
Bryan & Janet
Retirement Planning Clients
We first started working with UNIQ Family Wealth when we were planning for Bryan’s retirement from his role as Vice Chancellor, University of Wales. At the time Bryan managed our investments in the little time that he had available.
In order to maintain the lifestyle we wanted in retirement, we realised we would need professional input.
We met with our UNIQ Financial Planner who reviewed our affairs, undertook a detailed risk analysis and created a Financial Plan to ensure we could achieve our goals – that was 18 years ago!
Today we continue to work with the team at UNIQ Family Wealth, who regularly review our Financial Plan and make recommendations to ensure we remain on track financially.
"The entire experience has far exceeded our expectations. Our Financial Plan is the cornerstone of our current and future financial stability, especially in these troubled times."
