UNIQ Family Wealth
Financial Services • 
Cardiff, Wales, United Kingdom • 1-10 Employees
Company overview
| Headquarters | Fairway House, Links Business Park, St Mellons, Cardiff, CF3 0LT, GB |
| Phone number | +442920782330 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Asset Protection, Retirement Planning, Financial Planning, Advice For Family Business Owners, Advice For Private Clients And Families |
| Founded | 2013 |
| Employees | 1-10 |
| Socials |
Key Contact at UNIQ Family Wealth
Marlene Outrim
Managing Director & Certified Financial Planner & Chartered Wealth Manager
UNIQ Family Wealth Email Formats
UNIQ Family Wealth uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@uniqfamilywealth.co.uk), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@uniqfamilywealth.co.uk | 75% |
{first name}.{last name} | john.doe@uniqfamilywealth.co.uk | 25% |
About UNIQ Family Wealth
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 revenue & valuation
| Annual revenue | $7,000,000 |
| Revenue per employee | $875,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $22,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
UNIQ Family Wealth has 3 employees across 3 departments.
Departments
Number of employees
Funding Data
UNIQ Family Wealth has never raised funding before.
UNIQ Family Wealth Tech Stack
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Frequently asked questions
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