Tailored Financial Advice
Advising others on how to manage their finances involves a duty of care. That’s why we built UNIQ Family Wealth to be the financial planning service we’d want to use ourselves.
Driven to help families lead more fulfilling lives, we balance expertise and approachability to deliver award-winning tax, mortgage, retirement and investment support for families and businesses. UNIQ comprises the most experienced financial planning experts in the UK, each working to offer the highest standard of wealth care for our clients.
Our Purpose and ValuesOur goal is to help our clients achieve a ‘Life well lived’, building bespoke financial plans to serve their wider life goals. It’s a people-first approach that marks everything we do – and which differentiates us as the most personable, dependable financial planning service in the UK.
When clients trust us to advise them on their finances, we have a responsibility to make a difference. Some financial advisers focus on quick fixes. Instead, we build sustainable, sensible plans for the long-term.
We treat our clients as partners, building real, personal relationships founded on trust. The same goes for our working relationships, for which we work to be the best version of ourselves, always.
Our financial planning services are action-oriented, aiming to deliver real, measurable change for our clients. In the same way, we continue to invest in and grow our service offering and knowledge.
Integrity is essential to financial planning and underpins everything we do. Transparency follows – so that all our advice is clearly explained and documented for your reference.
The world of finance is constantly changing, as are our clients’ priorities and circumstances. Taking a sideways view of retirement, investment and tax planning gives us the ability to adapt our thinking – year in, year out.