Uniq Family Wealth

UNIQ Family Wealth is an experienced team of independent Financial Planners based in Cardiff, London, Thornbury & Bristol supporting families and individuals to make the most of their wealth via intelligent investment, retirement, mortgage and tax thinking. We’re defined by our personalised, hands-on service and driven by our commitment to care – treating each of our clients’ finances as if they were our own.

Personal

When it comes to finance, finding someone you can truly trust isn’t easy. 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. A number of our first clients are still with us after 25 years of service – and most have come to us via personal recommendation.

Professional

Our Financial Planners are among the most highly qualified in the UK. Regulated by the FCA (Financial Conduct Authority), we’re accredited by the Chartered Institute of Securities and Investments and have won multiple awards – including ‘Adviser Firm of the Year’ (Wales) at the 2016 Professional Adviser Awards.

Dependable

We only offer independent, impartial advice that we’d follow ourselves, understanding the importance of your wealth to you and your family. While our expert advice is designed for success over the long-term, clients know they can call us at any time for support.