UNIQ Family Wealth

Financial Services - Cardiff, ENG, UK

UNIQ Family Wealth Employees
Katie Attley

Group Accounts Manager

Contact Katie Attley

Paula Brant

Client Relationship Manager

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Katie Attley

Group Accounts Manager

Contact Katie Attley

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UNIQ Family Wealth Details

We help people to lead a more fulfilling and financially secure lives by making the most of their assets and cascading wealth seamlessly from generation to generation. Whatever life throws at our clients, we are on hand to guide them with their own personal Financial Plan.UNIQ Family Wealth is a specialist Financial Planning practice committed to providing independent advice and wealth services, to protect, manage and cascade wealth. We provide a range of wealth planning services for family businesses, individuals and families which encompass asset protection and investment advice.WHY CHOOSE UNIQ FAMILY WEALTH AS YOUR FINANCIAL PLANNER?We know how to listen, understand your needs and objectives and help you to accomplish them over time. Our Financial Planners will create a plan so that you can translate your vision into a comprehensive strategy.To find out more or arrange a discovery meeting at our expence, please get in touch theteam@uniqfamilywealth.co.uk.

UNIQ Family Wealth logo, UNIQ Family Wealth contact details
Employees: 20 - 49
HQ:
Location: Cardiff, ENG, UK
Revenue: 1 - 2.5 Million
Retirement Planning Advice for Family Business Owners Financial Planning Advice for Private Clients and Families Asset Protection Investments
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