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UNIQ Family Wealth

The Team | UNIQ Family Wealth

Who is UNIQ Family Wealth?

After 25 years in the industry and 17 years managing a leading financial planning firm, Marlene Outrim founded UNIQ Family Wealth in 2013. Then, our aim was to offer the highest quality, most accessible financial planning service in the UK. That’s why we’re committed to building real, face-to-face relationships with each of our clients, many of whom view us as friends and partners. We only offer independent, impartial advice that we’d follow ourselves, understanding the importance of your wealth to you and your family. UNIQ is forward-thinking, people-first and passionate about quality. We offer all prospective clients an initial discovery meeting with one of our Financial Planners, at our own expense, to understand whether there is a fit between your needs and the services we provide. As the dust settles on the festive period, it can be easy to fall into the ‘doom ….

This company is:

Service provider

Cardiff, United Kingdom

11-50 Employees

Founding year: 2013



Products & services of UNIQ Family Wealth

Product Estate Planning | UNIQ Family Wealth image
Service

Verified

Estate Planning | UNIQ Family Wealth

Award winning Financial Advice for Estate Planning.

Product Money Transfer Service | UNIQ Family Wealth image
Service

Verified

Money Transfer Service | UNIQ Family Wealth

Currency Transfer Service

Product Retirement Planning | UNIQ Family Wealth image
Service

Verified

Retirement Planning | UNIQ Family Wealth

Pension Advice and Retirement in Cardiff, Bristol, London & Swansea.

View all products


Keywords

Retirement Planning
Advice for Family Business Owners
Financial Planning
Advice for Private Clients and Families
Asset Protection
Investments
Financial Services

Industries

Finance and Insurance

Use Cases of UNIQ Family Wealth

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Pensions Freedoms - Case Studies | UNIQ Family Wealth

Pensions Freedoms - Client Case Studies


Contact of UNIQ Family Wealth

City: Cardiff

State: Wales

Country: United Kingdom



Frequently asked questions (FAQ) about UNIQ Family Wealth

The company UNIQ Family Wealth is located in Cardiff, Wales, United Kingdom. It's worth noting that the company may has more corporate locations

As of the latest available information UNIQ Family Wealth has around 11-50 employees worldwide.

UNIQ Family Wealth was founded in 2013

The company UNIQ Family Wealth has it's main focus in the industries of Finance and Insurance

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