Business Details
13 Years
experience
Award-Winning Financial Planning Services in the UK
Established in 2013, we are a leading financial planning practice in the UK, renowned for our award-winning expertise in retirement, tax, and estate planning. Our team of highly qualified financial planners, regulated by the Financial Conduct Authority, delivers impartial advice tailored to families and businesses. With offices in Cardiff, London, and Bristol, we combine 25 years of industry experience with a personal, face-to-face approach to build long-term client relationships. Our credentials include multiple awards, including Adviser Firm of the Year (Wales) and Best Client Engagement, alongside accreditation by the Chartered Institute for Securities and Investments.We prioritise transparency, offering an initial discovery meeting at no cost to ensure alignment with client needs. Our commitment to excellence extends to ongoing portfolio management, tax-efficient strategies, and intergenerational wealth planning, ensuring clients achieve financial security and a 'Life Well Lived'.
Services
Retirement Planning
Estate Planning
Tax Planning
Investment Principles
Business Planning
Money Transfer Service
Fees
Details
- Year established: 2013
Highlights and features
- Award-winning financial planners with 25 years of industry experience
- Personalised, face-to-face advice from FCA-regulated experts
- Specialised in retirement, tax, and estate planning for families
- Accredited by the Chartered Institute for Securities and Investments
- Initial discovery meeting offered at no cost to clients
Associations and certifications
- Chartered Institute for Securities and Investments (CISI)
- Financial Conduct Authority (FCA)
What people say
Genuinely understand client needs
Dependable financial support
Award-winning expertise
Personalised guidance
Long-term relationships
Services
Retirement Planning
Our award-winning retirement planning service specialises in pension provision, income strategies, and tax-efficient withdrawals. We help clients navigate pensions freedoms, including drawdown and annuities, while ensuring flexibility for changing circumstances. With expertise in property investments and inheritance tax planning, we create tailored strategies to secure financial independence in retirement.
Estate Planning
We specialise in estate planning, wills, and trust creation to protect and transfer wealth effectively. Our services include care fee management, business succession planning, and establishing lasting powers of attorney. While trust advice isn't FCA-regulated, we provide comprehensive guidance to maximise estate value and facilitate smooth intergenerational wealth transfer.
Tax Planning
Our tax planning service focuses on reducing UK and offshore tax liabilities through strategic income, capital gains, and inheritance tax management. We advise on self-assessment, expatriate tax considerations, and family wealth protection. By staying current with tax law changes, we help clients optimise their financial plans while maintaining full compliance with HMRC regulations.
Business Planning
We provide tailored business planning solutions for owners, addressing investment strategies, tax structures, and succession planning. Our service combines investment expertise with practical financial planning to support business growth and personal wealth management. Clients benefit from our holistic approach that aligns corporate objectives with personal financial goals.
Money Transfer Service
Our international money transfer service offers competitive exchange rates for cross-border payments. Clients can send/receive funds in multiple currencies with reduced fees, including free transfers over 3,000. The service streamlines batch payments for businesses while ensuring secure, same-day delivery to designated bank accounts through our trusted financial partners.
People
Marlene Outrim
Founder
With 25 years in financial services and 17 years leading a top firm, Marlene founded UNIQ Family Wealth in 2013 to deliver accessible, high-quality financial planning. She established the company's client-first ethos and oversees its strategic direction.
Questions
What financial planning services do you offer?
We provide retirement planning, estate planning, tax planning, investment management, business planning, and international money transfer services tailored to families and businesses.
Are your financial planners regulated?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under reference number 594440.
Do you offer an initial consultation?
We provide a free initial discovery meeting to assess whether our services align with your financial needs and objectives.
What areas do you cover?
We operate from offices in Cardiff (head office), London, Bristol, and Abergavenny, serving clients across the UK and internationally.
How are your investment strategies developed?
Our investment approach focuses on asset allocation, diversification, and risk management, with regular portfolio reviews to maintain alignment with your financial goals.
Can you help with intergenerational wealth planning?
Yes, we specialise in creating strategies that protect and transfer wealth across generations, including trust structures and inheritance tax planning solutions.
