UNIQ Family Wealth
Company Profile
UNIQ Family Wealth was established on 1st July 2013 and is a specialist Financial Planning practice committed to providing independent Financial Planning. We provide a range of wealth planning services for individuals, families and business which encompass asset protection, retirement planning and investment advice.
UNIQ has strong credentials as an Accredited Financial Planning Firm (AFPF) as approved by the Institute of Financial Planning (now merged with CISI) and is now well positioned for its next phase of growth.
The firm has a number of strengths, which make it well-structured for growth:
A highly qualified and experienced team. Two of the three Planners have qualifications to diploma level 6 and ISO 22222. The technical support team will be expected to reach the same
status.
- Recently awarded BS8577, the British Standard for Financial Planning Firms
- Has its own in-house compliance of very high calibre
- An engaged and satisfied client base dating from 1991.
- Well-structured and flexible operations (The company aims to have achieved BS8577 by the
- end of the year as approved by Standards International)
- A significantly different client proposition to most other Financial Advisers
- Well-processed and streamlined service, which is client-centric based on a proven 6-step process, which is Internationally recognised and approved by the Financial StandardsIn its short life the company has won awards and been recognised for its expertise in the planning and retirement planning field. Only recently it won Best Adviser in Wales and Best Client Engagement in the UK in the Professional Adviser awards.
- Planning Board (FPSB).
UFW prides itself on creativity and innovation and has the right team to be an effective market challenger as a ‘breath of fresh air’ in the Financial Planning market place.
Open Positions
No positiions are available.
