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.
Exemplar Employer Award
Chwarae Teg’s Exemplar Employer Award is presented to employers who have demonstrated their commitment to creating and sustaining a fair and inclusive workplace. The award is presented using anonymous feedback from existing employees, along with a review of working practices by a member of the Chwarae Teg Business Programme.