The Team
Our UNIQ team is here to help, understanding your goals and objectives and putting plans in place for the financial future you deserve.
Marlene Outrim,
Founder & Managing Director
“I founded UNIQ Family Wealth with an intergenerational family focus, providing clarity for the financial future, whatever that looks like for you and your family.”
Qualifications:
MSc(Econ) Certified Financial Planner, Chartered FCSI, Qualified Pension Specialist, Chartered Wealth Manager
Rachel Bevan,
Director of Operations
“I oversee the smooth running of the office ensuring we provide a seamless service, helping you to achieve your goals.”
Qualifications:
ILM Level 5 in Leadership & Management | Currently studying towards Level 7 in Leadership & Management | IOSH
Laura Janes,
Professional Support
“I help to reach out to new clients, sharing the ways that we can help people to engage with their money for a secure financial future.”
Qualifications:
MBA
Carrie Garrett,
Financial Planner
“I support families with tailored financial planning, mortgage and pensions advice, helping people to live the life they envisage.”
Qualifications:
BSc (Hons) Psychology, Diploma in Financial Planning, Certificate in Mortgage Advice, Certificate in Life and Pension, Certificate in Financial Planning
Olivia Fox,
Professional Support
“With a background in Biological Sciences and a deep interest for finance, I made a career pivot after university to pursue a role in the financial sector. I am currently studying towards a Diploma in Regulated Financial Planning.”
Qualifications:
BSci Professional Support
Hilary Stephens,
Client Relationship Manager
“My main career has been in Sales and Account Management, where I particularly enjoyed the face-to-face interaction with clients, building strong relationships, and problem-solving to enhance the service offering.”
Beth Beemer
Chartered Financial Planner
“Having started my career in educational publishing, I decided to make a change and moved to financial services in 2017. I enjoy meeting clients face to face and learning about their aspirations as well as their challenges. My priority is to offer high levels of customer service in a jargon-free way.“
Qualifications:
BA DipPFS
Liz Evans
Head of Client Relationships
“With 26 years of experience at a law firm specialising in acting for Equity Release lenders, I gained a wealth of expertise and a deep understanding of client needs. Seeking a new challenge, I joined UNIQ to apply my skills on a more personal level, focusing on delivering an exceptional customer journey.”
Indigo Smith
Trainee Financial Planner
“With 17 years’ experience in the finance and banking industry, I help clients build their financial understanding and foundations through effective and bespoke planning.
I’m a Mum to two gorgeous girls and have been sailing with my family all my life. I enjoy being hands on with the property renovation projects and I love to cook, bake and travel.”
Qualifications:
LLB (Hons) CeMAP CeRER DipFA