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
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