Your Personal Financial Adviser
Financial Planners of our calibre are a rare breed. Nobody wants to be practised on when it comes to something so important, and why should you? You want to know that whoever is managing your entire wealth is qualified to do so, is competent to do so, and has decades, of experience. All of our Financial Planners hold the Diploma of Financial Planning and are Certified Financial Planners or in the process of getting the qualification.
Adviser Firm of the Year
Among the highest qualified Financial Planning practices in the UK; winner of ‘Adviser Firm of the Year’ (Wales) and ‘Best Client Engagement’ at the 2016 Professional Adviser Awards.
Retirement Planner of the Year
The Retirement Planner Awards highlight examples of best practice within the advisory industry. Awards were given to the advisory firms who are able to demonstrate commitment to delivering the highest standards of retirement advice to their clients. UNIQ Family Wealth won this award in 2014.
CISI Accredited Firm
The Chartered Institute for Securities and Investments (CISI) exists to set standards of professional excellence and integrity for the securities, investment and Financial Planning industry, providing qualifications and promoting the highest level of competence to their members, individuals and firms.
We are delighted to be approved as one of their Accredited Firms. As an Accredited Financial Planning Firm ™ we meet the CISI’s rigorous ethics, experience, competence and professional practice standards.
The British Standard
The British Standard BS8577 recognises firms with efficient and transparent Financial Planning services. It aims to help clients identify firms that are achieving ‘best practice’. UNIQ Family Wealth was awarded the standard in February 2016. Michelle Hoskin founder of Standards International states:"BS 8577 is a new British Standard that assesses and awards Financial Planning firms who can demonstrate that they have the operational framework to deliver a first class service to their clients." The service that we provide to our clients is of the upmost importance and in order to benchmark our service and internal processes against the British Standard of best practice, the business entered into a rigorous process of assessment.
