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 day-to-day operations of the business, ensuring our people, processes and systems work effectively together. I’m passionate about creating an efficient and supportive environment for our team, enabling us to deliver a seamless and personal service to our clients.”
Qualifications:
ILM Qualifications in Leadership & Management | IOSH Managing Safely
Laura Janes,
Group Accounts Manager
“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
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
Jane Withers
Client Services Manager
“With a dedication to Customer Service since 1998, my focus has always been on building lasting relationships and solving problems to elevate the client experience. Meeting new people and ensuring a truly welcoming atmosphere from the very first moment brings immense joy. Being a small part of each client’s journey toward achieving a secure financial future provides incredible motivation every day.”
Qualifications:
NVQ in Management
Stacy Kalter
Professional Support
“After university, I wasn’t sure what I wanted to do and found finance almost by chance. I started in banking, worked my way into offshore banking and eventually moved to Gibraltar as a Client Relationship Manager.
Back in the UK, I completed my AAT and realised that, although I love numbers, I wanted to use them to help people. I really believe in UNIQ’s approach to financial planning and am now studying CISI Level 4, working towards becoming a Financial Planner.”
Qualifications:
AAT in Accounting and Finance